Charitable Remainder Unitrusts
(Additional Planning Tips)

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Education Trust:
Create a trust for a term of years, using the income to fund a loved one’s education. At the end of the term, the remainder passes to Defenders of Wildlife to use where you have designated.

Special Needs Trust:
It is now possible for a charitable unitrust to pay its income to a separate vehicle set aside to meet the needs of a loved with a qualified disability.

Parents’ Trust:
If you’re providing annual income to parents, consider establishing a trust that pays income to them; you receive a charitable deduction at the time of funding and the satisfaction of helping both Defenders of Wildlife and your family.

For more information

Email us, complete the personal illustration form, or call us at 1-800-915-6789 so that we can assist you through every step of the process.





The material presented on this web site is not offered as legal or tax advice. Please review calculations of tax benefits with planned giving staff to ensure that they reflect current interest rates and other assumptions. And, seek the counsel of your tax advisor, attorney and/or financial planner to review tax calculations and ensure that a contemplated gift is appropriate for your situation.