Planned Giving
Parallax Sunflower
Charitable Remainder Unitrust
How It Works
- You transfer cash, securities, or other appreciated property into a trust. The required minimum for this type of gift is $100,000.
- The trust pays a percentage of the value of its principal, which is valued annually, to you or beneficiaries you name.
- You may use your real estate to fund a charitable remainder unitrust (CRUT), which may be structured to provide lifetime income for you and/or others, or income for a term of years.
- When the trust terminates, the remainder passes to Sisters of Notre Dame de Namur in support of their overall mission.
Benefits
- Receive income for life or a term of years in return for your gift.
- Receive an immediate income tax deduction for a portion of your contribution.
- Pay no up-front capital gains tax on appreciated assets you give.
- You may be able to make additional gifts to the trust as your circumstances allow for additional income and tax benefits.
Next
- Frequently asked questions on Charitable Remainder Unitrusts.
- Related Gift: Charitable Remainder Annuity Trust.
- Contact us so we can assist you through every step.
Sisters of Notre Dame de Namur U.S. East-West Province is a 501(c)(3) non-profit organization. Our tax identification number is 04-3210469. Contact Our Development Team Belmont, CA Province Center: (650) 593-2045 Everett, MA Province Center: (617) 387-2500 ext. 2011 Development Office: development@ewsndden.org.