Charitable Remainder Unitrust for One or Two Lives
A charitable remainder unitrust is a custom designed and individually managed trust that enables you to retain a variable income for your lifetime or a fixed term of years, claim a current income tax deduction, and make a future gift to charity.
Full Name. Please enter the full name of the donor as you would like it to appear on
Transfer Value. Enter the combined fair market value of all assets you would like to
transfer. This can be as little as
$1,000 or as much
Payout Rate. Enter the Payout Rate as a percentage (e.g. 5.0, 6.23). This rate will be
multiplied by the trust's asset value each year to compute your annual
income. The lower the payout rate, the larger the deduction. This value
must be between 5.0 and
Beneficiary 1 DOB. Enter your date of birth as MM/DD/YYYY (e.g.
10/21/1932). The year must include the century.