 |
|
|
|||||||||||||||||
|
 |
|
|||||||||||||||||
|
Unitrusts and Annuity Trusts
CRT's may pay income to multiple beneficiaries, for life or a term or years. A unitrust may be structured to invest solely for growth for a term of years, an attractive way to help provide for future retirement or tuition needs while also making a substantial gift to Every Home for Christ . An annuity trust may hold tax-free securities and pass tax-free income through to the beneficiaries. You, an advisor, or a financial institution may serve as the trustee of a CRT. Comparison of Benefits, Unitrust and Annuity Trust Assumptions:
To learn more about charitable remainder trusts, email us, complete the personal illustration form, or call us at 800-423-5054 so that we can assist you.
Use this drop-down to navigate to other planned giving opportunities: |
|||||||||||||||||||
 |
|||||||||||||||||||
|
|
|
|||||||||||||||||
If you are interested in maximum flexibility and effectiveness from your gift, consider consider a charitable remainder trust (CRT). A unitrust pays you and/or other beneficiaries income as a fixed percentage of the its principal. The unitrust is revalued annually, and income in excess of the percentage payout is reinvested. An annuity trust pays you and your beneficiaries a fixed income.