Charitable Remainder Unitrust

Charitable Remainder Unitrust Diagram

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 the Institute for purposes you specify

Benefits

  • Payments to one or more beneficiaries that will vary 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 the Institute

Request an eBrochure with more information about this gift.

More Information

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Contact Us

Jan M. Jennings
Director of Planned Giving
(617) 595-8500
Jan.Jennings@aspeninstitute.org

 

The Aspen Institute
1 DuPont Circle
Suite 700
Washington, DC 20036

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