Charitable Remainder Unitrusts

A charitable remainder unitrust could be right for you if:

  • You want to provide income for yourself or loved ones.
  • You want the possibility of income growth.
  • You want to save income taxes or capital gains taxes.
  • You want to choose the person who administers your gift and guides its investments.
  • You are considering a gift amount of $100,000 or more.
  • You are at least 60 years of age.

 

To see how a charitable remainder unitrust could work in your situation, personalize the calculator below.