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Charitable Remainder Unitrust
Click Here for Detailed
Explanation
How It Works
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You transfer cash,
securities or other appreciated property into a trust. |
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The trust pays a
percentage of the market value of the assets re-valued annually
to you or to beneficiaries you name. |
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When the trust ends,
the principal passes to Eckerd College. |
Benefits
- You receive an immediate income tax
deduction for a portion of your contribution to the trust.
- You pay no capital gains tax on appreciated
assets you donate.
- You or your designated beneficiaries
receive income for life or a term of years.
- You can make additional gifts to the
trust as your circumstances allow, and qualify for additional tax deductions.
- You can have the satisfaction of making
a significant gift that benefits you now and Eckerd College later.
More
For more information
If you are considering a charitable remainder unitrust, email us,
complete the personal illustration form,
or call us at (727) 864-8229 so that we can assist you through
every step of the process.
Judi Schraer
Director of Gift Planning
Eckerd College
4200 54th Avenue South
St. Petersburg, FL 33711
(727) 864-8229
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