grandma and her grandchild laughing
Home / Ways to Give / Planned Giving

Charitable Remainder Unitrust



How It Works

  • You transfer cash, securities, or other appreciated property into a trust. The required minimum for this type of gift is $100,000.
  • The trust pays a percentage of the value of its principal, which is valued annually, to you or beneficiaries you name.
  • You may use your real estate to fund a charitable remainder unitrust (CRUT), which may be structured to provide lifetime income for you and/or others, or income for a term of years.
  • When the trust terminates, the remainder passes to the Roper St. Francis Foundation to be used as you have directed.

Benefits

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


The material presented on this Planned Giving website is not offered as legal or tax advice.
Read full disclaimer|Sitemap|Planned Giving Content © 2020 PlannedGiving.com

Copyright © 2020 Roper St. Francis Foundation All rights reserved. Pencil
Roper St. Francis Foundation
125 Doughty Street, Suite 790
Charleston, SC 29403

Phone: (843) 720-1205
foundation@rsfh.com

Your support matters, donate now.

Back to Top