Charitable Remainder Unitrust

Charitable Remainder Unitrust Diagram

How It Works

  1. Create trust agreement stating terms of the trust; transfer cash or other property to trustee
  2. Trustee invests and manages trust assets and makes payments to income beneficiaries you designate
  3. Remainder to Compassion & Choices for purposes you specify

Benefits

  • Payments to one or more beneficiaries, varying annually with the value of the trust
  • Federal income-tax deduction for the charitable remainder value of your interest
  • No capital-gain tax when trust is established; property is sold by the trust
  • Trust remainder will provide generous support for Compassion & Choices

More Information

Contact Us

Sam Young, ESQ-LSW
Planned Giving Advisor
(800) 247-7421, x2152
plannedgiving@compassionandchoices.org

 

Compassion & Choices
101 SW Madison Street, #8009
Portland, OR 97207

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