Charitable Remainder Unitrust

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 Catholic Charities 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 Catholic Charities

Inspired by the Gospel mandates to love, serve and teach, Catholic Charities provides care and services to improve the lives of Marylanders in need.

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