Charitable Remainder Unitrusts

A charitable remainder unitrust is for you if ...

• You want your income to be able to grow over time.
• You want to invest your gift plan first for growth and then for income, or you want to donate a valuable but temporarily illiquid asset.
  
• You want to make a major gift to us while retaining or increasing your income.
  
• You hold securities, a business, or investment real estate, and want to avoid the capital gains cost of a sale.
  
• You desire maximum flexibility in the operation of your gift:
  
  • You want income paid to your beneficiary for a term of years instead of his/her lifetime.
  • You want to pay more than one beneficiary.
  • You want the option of choosing the trustees of your gift plan.

  More

  • Picture this gift. 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 (415) 321-1700 so that we can assist you.