Major Gifts
Deferred Giving: The Benefits of Planning Ahead
Charitable Remainder Unitrust
A charitable remainder unitrust offers lifelong income and charitable deductions, just as a gift annuity does. The unitrust, however, is market sensitive, providing a potential protection against inflation.
To establish a unitrust, an irrevocable donation of cash, securities or property is placed in a pool of assets managed by The Able Trust's investment professionals. The donor and/or other beneficiary earn a fixed percentage of these assets for life. Because the fair market value of trust assets is reassessed each year, payments typically increase annually.
The charitable remainder unitrust can be adjusted to meet any situation. Payments can be extended for the donor's life or for two lives, or a fixed period of years. Often the donor can receive lifetime dividends and pass the yearly payments to an heir for up to 20 years. Donors may even opt to keep some of the original asset.
Please contact The Able Trust's planned giving office click here to learn more about this unique gifting opportunity.