You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. Perhaps you recently sold property and are looking for a way to save on taxes this year and plan for retirement. A charitable remainder unitrust might offer the solutions you need!
Benefits of Charitable Remainder Unitrust
Receive income for life, for a term of up to 20 years or life plus a term of up to 20 years
Avoid capital gains on the sale of your appreciated assets
Receive an immediate charitable income tax deduction for the charitable portion of the trust
Establish a future legacy gift for your favorite ministries
How A Charitable Remainder Unitrust Works
You transfer cash or assets to fund a charitable remainder unitrust.
In the case of a trust funded with appreciated assets, the trust will then sell the assets tax-free.
The trust is invested to pay income to you or any other trust beneficiaries you select based on a life, lives, a term of up to 20 years or a life plus a term of up to 20 years.
You receive an income tax deduction in the year you transfer assets to the trust.
Your favorite charities benefit from what remains in the trust after all the trust payments have been made.
CDF Capital Foundation can serve as your charitable trustee — contact us for details.
If you have any questions about charitable gift annuities, please contact us. We would be happy to assist you and answer your questions.
This is not an offer to sell our securities to you and we are not soliciting you to buy our securities. We will offer and sell our securities only in the states where authorized. The offering of our securities is made solely by our 2018 Offering Circular. The purchase of our securities is subject to terms, conditions and risks, which are described in our 2018 Offering Circular. CDF securities are not F.D.I.C. or S.I.P.C. insured nor are they bank deposits. The CHURCH DEVELOPMENT FUND, CDF CAPITAL, CDF CAPITAL and DESIGN and DESIGN ONLY trademarks and/or other identifiers referenced herein are trademarks of Church Development Fund, Inc., and may be registered in certain jurisdictions.