• Support the Salvation Army

    Support the
    Salvation Army
    in a Meaningful Way

    Keep us thriving with your planned gift
    Take advantage of numerous tax and financial benefits
    Leave a legacy to be remembered by future generations
  • Bequests

    Find out more about

    BEQUESTS.

  • IRA Rollovers

    Find out more about

    IRA ROLLOVERS.

  • Gifts of Life Insurance

    Find out more about

    GIFTS OF LIFE INSURANCE.

  • Gifts of Stocks and Bonds

    Find out more about

    GIFTS OF STOCKS AND BONDS.

  • Charitable Gift Annuities

    Find out more about

    CHARITABLE GIFT ANNUITIES.

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Charitable Remainder Unitrust

You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. Perhaps you recently sold property and are looking for a way to save on taxes this year and plan for retirement. A charitable remainder unitrust might offer the solutions you need!

Charitable Remainder Unitrust
Stock or Cash
Unitrust
Donor
Salvation Army
Charity image

Benefits of a charitable remainder unitrust

  • Receive income for life, for a term of up to 20 years or life plus a term of up to 20 years
  • Avoid capital gains on the sale of your appreciated assets
  • Receive an immediate charitable income tax deduction for the charitable portion of the trust
  • Establish a future legacy gift to our organization

How a charitable remainder unitrust works

  1. You transfer cash or assets to fund a charitable remainder unitrust.
  2. In the case of a trust funded with appreciated assets, the trust will then sell the assets tax-free.
  3. The trust is invested to pay income to you or any other trust beneficiaries you select based on a life, lives, a term of up to 20 years or a life plus a term of up to 20 years.
  4. You receive an income tax deduction in the year you transfer assets to the trust.
  5. Our organization benefits from what remains in the trust after all the trust payments have been made.

Contact us

If you have any questions about a charitable remainder unitrust, please contact us. We would be happy to assist you and answer any questions you might have.

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