|
Flip Unitrust
|
|
How It Works
 |
You transfer cash, securities, real estate or other appreciated property to a trust.
|
 |
The trust pays you or other beneficiaries you name the net income only until a specified time when it “flips” and begins to pay a percentage of the assets re-valued annually.
|
 |
The principal passes to Mental Health America when the trust ends.
|
Benefits
- You can structure the trust to “flip” when you retire or when an illiquid asset, such as real estate or closely-held stock, is sold by the trust. This gives you control over when the income stream begins.
- 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 to the trust.
- You can have the satisfaction of making a significant gift now that benefits both you and MHA later.
More
For more information
If you are considering a deferred gift annuity, 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.
|
|
