Charitable Remainder Unitrusts
(Gift illustration)

How it works

You transfer cash, securities or other appreciated property into a trust.

The trust pays a percentage of the value of its principal, which is re-valued annually, to you or to beneficiaries you name.

When the trust terminates, the remainder passes to Defenders of Wildlife.

Related Links

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Gift illustration

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Complete gift description

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Is this gift for you?

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Who should trustee?

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Additional Planning Tips

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Gift example

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Benefits

  • You receive an immediate income tax deduction for a portion of your contribution to the unitrust.
  • You pay no upfront 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 have the satisfaction of making a significant gift that benefits you now and Defenders of Wildlife later.

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.