Charitable Remainder Unitrust

 

How it works

2

You transfer cash, securities or other appreciated property into a trust.

4

The trust pays a percentage of the market value of the assets re-valued annually to you or to beneficiaries you name.

6

When the trust ends, the principal passes to Wasatch Academy.

 


 
 

 

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 Wasatch Academy later.

Charitable Remainder Trusts details

More information on Charitable Remainder Annutiy Trust

 

 
WA | 120 S 100 W | MT Pleasant, UT 84647 | Phone: (435) 462-1400 | e-mail us | copyright 2005