Sale and Unitrust

Is a sale and unitrust right for you?

If you own highly appreciated property, such as real estate or stocks, you could benefit from a sale and 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. The sale part of this transaction could provide you with a one-time lump sum payment.

*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.