gifts from a Charitable Remainder Unitrust

Choose from several payout options that best meet your personal financial situation.

How it Works

You transfer cash, securities or other appreciated property into a trust.
The trust pays a percentage of the value of its principal, which is valued annually, to you or beneficiary(ies) you name.
When the trust terminates, the remainder passes to AARP Foundation to support its programs and services.

Benefits

Receive income for life or a term of years (up to 20) in return for your gift.
Receive an immediate income tax deduction for a portion of your contribution.
Pay no upfront capital gains tax on appreciated assets you donate.
You can make additional gifts to the trust as your circumstances allow for additional income and tax benefits.

Calculate your income for this gift.

More detail about charitable remainder unitrusts.
Frequently asked questions on charitable remainder unitrusts.
contact the Gift Planning Team so we can assist you through every step.

contact GIFT PLANNING

We can help you create a personalized gift that best suits your needs and goals. Request information

Meet the members of the Gift Planning team and contact them with questions or comments. Contact the Gift Planning team

The material presented on this website illustrates general concepts and ideas in charitable
gift planning, but is not offered as professional estate planning, legal or tax advice.
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