Capital Gains Tax Bypassed
The reason that I give is because I want to help someone who may be the first in their family to attend college. I also give because this might be the only assistance that they may have in reaching their goal. Lastly, and not least, I give because I love my "Dear Old College Home," Jackson State University.
Bobbie J. Wilson
Class of 1975 and 1983
Is a tax-free sale from a charitable remainder unitrust right for you?
If you own highly appreciated property, such as real estate or stocks, you could benefit from a charitable remainder unitrust. The trust will help you bypass capital gains, will provide you with a charitable income tax deduction in the year of the gift and could increase your income.
If you have questions about the benefits of a charitable remainder unitrust, please contact us. We would be happy to work with you and answer any questions that you have.
*Please note: The names and image above are representative of a typical donor and may or may not be an actual donor to our organization. Since your unitrust benefits may be different, you may want to click here to view an example of your benefits.