Print Version Increase Font Size Decrease Text Size

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 MHA.

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 MHA later.

More


For more information

If you are considering a charitable remainder unitrust, email us, complete the personal illustration form, or call us at (703) 838-7533 so that we can assist you through every step of the process.
Gift Plans Bequest Charitable Bargain Sale Charitable Gift Annuity Deferred Gift Annuity Charitable Lead Trust Pooled Income Fund Remainder Annuity Trust Remainder Unitrust FLIP Unitrust Retained Life Estate
Assets You Can Give Appreciated Securities Business Interests Cash Life Insurance Personal Property Partnership Interests Real Estate Retirement Plan
Resources Frequent Questions Glossary