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Life Income Gifts - Charitable Remainder Trust
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Charitable Remainder Trust

  • Donate a minimum of $100,000 to the Trust and receive an income from the assets in the Trust until you die, or for a fixed term.
  • The rate of payment is determined by you and the UUA when you set up the Trust.
  • You avoid all the Capital Gains Tax if you fund with appreciated assets (like stock).
  • You can have a Unitrust (variable income) or an Annuity Trust (fixed income).
  • After you die, the assets of the Trust can be divided among multiple charitable organizations.

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