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'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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