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Charitable Remainder Unitrust

How it Works

  • You transfer cash, securities or other appreciated assets (including real estate) into a trust.
  • The trust pays a percentage of the value of its principal, which is valued annually, to you or the beneficiaries you name. The recommended percentage is 5%.
  • When the trust terminates, the remainder passes to William & Mary to be used as you have directed.

Benefits

  • Receive income for life or a term of years in return for your gift.
  • Receive an immediate charitable tax deduction for a portion of your contribution.
  • Pay no upfront capital gains tax on appreciated assets you donate.
  • You can make additional gifts to the trust as your circumstances allow for additional income and tax benefits.

Note

  • Beneficiaries must be 50 or older at the time of the gift.
  • The minimum gift amount is $100,000.
Charitable Remainder Unitrust flowchart
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