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Gift
Plans Bequest Charitable
Bargain Sale Charitable Gift Annuity Charitable
Lead Trust Remainder
Annuity Trust Remainder Unitrust Retained
Life Estate
Charitable Remainder Unitrusts
CLICK HERE FOR A DETAILED EXPLANATION
How it works
You transfer cash, securities or other appreciated property into a unitrust.
The trust pays a percentage of the value of its principal, which is revalued annually, to you or to the beneficiaries you name.
When the trust terminates, the principal passes to Washington College.
Benefits
- You receive an immediate income tax deduction for a portion of your contribution to the unitrust.
- You pay no up front 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 have the satisfaction of making a significant gift that benefits you now and Washington College later.
More
- Is this gift for you? Click here.
- Read more detail. Click here.
To learn more about charitable remainder unitrusts, Email us, complete the Information Request Form, or call us at 410-810-7411 so that we can assist you.
300 Washington Avenue, Chestertown, Maryland 21620 | 410-778-2800 | 800-422-1782