Planned Giving
Leave a legacy that lasts...
Charitable Remainder Unitrusts
CLICK HERE FOR A DETAILED EXPLANATION
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How it works
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You transfer cash, securities or other appreciated property into a unitrust. |
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The trust pays a percentage of the value of its principal, which is revalued annually, to you or to the beneficiaries you name. |
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When the trust terminates, the principal passes to Earlham School of Religion. |
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 Earlham School of Religion later.
More
- Is this gift for you? Click here.
- Read more detail. Click here.
To learn more about charitable remainder unitrusts, Email us, complete the Information Request Form, or call us at 1-800-432-1ESR so that we can assist you.
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