Charitable Remainder Unitrusts
Is this gift for you?
A Charitable Remainder Unitrust is for you if ...
- You want to make a major gift to American Heart Association while retaining or increasing your income from the assets you contribute.
- You hold appreciated assets – securities, a business, or investment real estate – and want to avoid the capital gains cost of a sale.
- You want the income from your gift to be able to grow over time.
- You desire maximum flexibility in the operation of your gift:
- You want income paid to your beneficiary for a term of years instead of their lifetime.
- You want income to go to more than one beneficiary.
- You want the option of choosing the trustees of your gift plan.
- You want to donate an appreciating but temporarily illiquid asset to .
For more information
Email us, complete the personal illustration form, or contact the charitable estate planning representative in your area so that we can assist you through every step of the process.