Charitable Remainder Unitrust

Charitable Remainder Unitrust Diagram. Description of image is listed below.

How It Works

  1. Create trust agreement stating terms of the trust; transfer cash or other property to trustee
  2. Trustee invests and manages trust assets and makes payments to income beneficiaries you designate
  3. Remainder to Hotchkiss for purposes you specify

Benefits

  • Payments to one or more beneficiaries, varying annually with the value of the trust
  • Federal income-tax deduction for the charitable remainder value of your interest
  • No capital-gain tax when trust is established; property is sold by the trust
  • Trust remainder will provide generous support for Hotchkiss
  • Upon request, Hotchkiss will provide to the donor and the donor's attorney a draft trust agreement for review

More Information

Contact Us

Brent Alderman Sterste
Director of Gift Planning
(860) 435-3263
giftplanning@hotchkiss.org

 

The Hotchkiss School
11 Interlaken Road
Lakeville, CT 06039

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