Charitable Remainder Unitrusts

How does a Charitable Remainder Unitrust work?

Step 1: Transfer cash, securities or other appreciated property into a trust.

Step 2: The trust pays a percentage of the market value of the assets revalued annually to you or to your beneficiaries.

Step 3: When the trust ends, the principal passes to Safe Horizon.

Charitable Remainder Unitrusts: Benefits to you

  • You receive an income tax deduction for a portion of your contribution to the trust.
  • You enjoy 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 get the immediate gratification of making a significant gift that benefits you now and Safe Horizon later.

Safe Horizon is a 501(c) (3) organization Federal Tax ID: 13-2946970

Safe Horizon's mission is to provide support, prevent violence and promote justice for victims of crime and abuse, their families and communities.
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