Charitable Remainder Unitrusts

CRUT Diagram

How it Works

  • You transfer cash, securities or other appreciated property into a trust.
  • The trust pays a percentage of the value of its principal, which is valued annually, to you or beneficiary(ies) you name.
  • When the trust terminates, the remainder passes to Exeter to be used as you have directed.

Benefits

  • Receive income for life or a term of years in return for your gift. 
  • Receive an immediate income tax deduction for a portion of your contribution.
  • Pay no upfront capital gains tax on appreciated assets you donate.
  • You can make additional gifts to the trust as your circumstances allow for additional income and tax benefits.

Next: Tell me more...

Please contact us so that we can assist you through every step of the process.

Questions and Answers


Who can serve as trustee of my unitrust?

How would the assets in my unitrust be invested?

Is it better to give cash or appreciated securities?

Can I give real estate or other property to a unitrust?

Can I include my children as income beneficiaries?

What are the tax deduction implications of my charitable remainder unitrust?