The Charitable Remainder Unitrust

How Does It Work

1. Create trust agreement outlining terms of the trust
   
   
2. Transfer cash or other property to trustee
   
   
3. Trustee invests and manages trust assets
   
   
4. Trustee makes payments to income beneficiaries
   
   
5. Remainder to Sewanee for purposes you specify
   
   

Benefits

• Income to one or more beneficiaries that will vary annually with the value of the trust
  
  
• Federal income-tax deduction for the charitable remainder value of your gift
  
  
• No capital-gain tax when trust property is sold
  
  
• Trust remainder will provide generous support for Sewanee
  
  

Back