Charitable Remainder Unitrusts

• Income payments for one’s lifetime, or for a fixed term of up to 20 years.

• A choice of payouts based on trust net income, or a fixed percentage payout based on the trust revaluation each January.

• Potential for long-term growth of trust assets. You can often eliminate some or all capital gains tax.

• The capability to fund the trust with assets that are temporarily illiquid (real estate, family business, highly appreciated stock, etc.).

• Portfolio diversification.

• The opportunity to add to the trust during your lifetime.

A unitrust is an ingenious plan that offers many valuable benefits. It provides increased income for life along with income and estate tax savings. It can also let you unlock and diversify appreciated assets. But your greatest reward is making a substantial contribution that helps provide for outreach and ministry around the world.