Charitable Remainder Unitrust

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How it works |

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

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

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When the trust ends, the principal passes to Wasatch Academy. |
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Benefits
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You receive an immediate income tax deduction for a portion of your contribution to the trust.
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You pay no capital gains tax on appreciated assets you donate.
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You or your designated beneficiaries receive income for life or a term of years.
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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
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