Charitable Remainder Unitrust

How it works

You transfer cash, securities or other appreciated property into a trust.
The trust pays a percentage of the market value of the assets re-valued annually to you or to beneficiaries you name.
When the trust ends, the principal passes to Reformed Theological Seminary.
 

  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 Reformed Theological Seminary later.