Charitable Remainder Trusts

Unitrusts and Annuity Trust

If you are interested in maximum flexibility and effectiveness from your gift, consider the charitable remainder trusts (CRT's) of Wasatch Academy.

• Our unitrust pays you and/or other beneficiaries income as a fixed percentage of the principal. The unitrust is revalued annually, and income in excess of the percentage payout is reinvested. More Information

• Our annuity trust pays you and your beneficiaries a fixed income. More Information

CRT's may pay income to multiple beneficiaries, for life or a term or years. A unitrust may be structured to invest solely for growth for a term of years, an attractive way to help provide for future retirement or tuition needs while also making a substantial gift to Wasatch Academy. An annuity trust may hold tax-free securities and pass tax-free income through to the beneficiaries.
You, your financial institution, or Wasatch Academy may serve as the trustee of a CRT. We presently ask for a minimum gift of $$$$ to establish a unitrust that we will trustee.

Comparison of Benefits: Unitrust and Annuity Trust