|
Charitable Remainder Unitrusts
How it works
 |
You transfer cash, securities or other appreciated property into a trust.
|
 |
The trust pays a percentage of the market value of the assets re-valued annually to you or to beneficiaries you name.
|
 |
When the trust ends, the principal passes to the Catholic Diocese of Wilmington.
|
Benefits
- You receive an immediate income tax deduction for a portion of your contribution to the trust.
- You pay no 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 can have the satisfaction of making a significant gift that benefits you now and the Catholic Diocese later.
More
To learn more about Charitable Remainder Unitrusts, Email us, complete the Information Request form, or call us at 302-573-3125 so that we can assist you.
|
|
