Charitable Remainder Unitrust

How It Works

1. Create trust agreement stating terms of the trust; transfer cash or other property to trustee
2. Trustee invests and manages trust assets and makes payments to income beneficiaries you designate
3. Remainder to Holy Angels for purposes you specify

Benefits

• Payments to one or more beneficiaries, varying annually with the value of the trust
• Federal income-tax deduction for the charitable remainder value of your interest
• No capital-gain tax when trust is established; property is sold by the trust
• Trust remainder will provide generous support for Holy Angels

Next Steps

• Read a detailed description of this gift
• Contact us to learn more about this gift plan or other options
• Receive a personal calculation of this gift
• Request an eBrochure with more information about this gift