Charitable Remainder Unitrusts

How it works

  1. You transfer cash, securities or other appreciated property into a trust.
  2. The trust pays a percentage of the market value of the assets re-valued annually to you or to beneficiaries you name.
  3. When the trust ends, the principal passes to one of the tax-exempt organizations*.

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 one of the tax-exempt organizations* later.

Read more detail.

To learn more about charitable remainder unitrusts, email us, complete the Information Request Form, or call us at 888.252.6363 so that we can assist you.

*BJU does not qualify as a 501(c)(3) tax-exempt organization, and gifts to it may not be deducted for federal income, gift, or estate tax purposes. The BJU M&G, MSF, HAF, DNSF, S&E Endowment Fund and GFA are all 501(c)(3) tax-exempt organizations, and gifts to these organizations may be deducted for federal income, gift, or estate tax purposes.

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Planned Giving