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Charitable Remainder Unitrusts
(Gift illustration)
How it works
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You transfer cash, securities or other appreciated property into a trust. |
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The trust pays a percentage of the value of its principal, which is re-valued annually, to you or to beneficiaries you name. |
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When the trust terminates, the remainder passes to Berkeley. |
Benefits
- You receive an immediate income tax deduction for a portion of your contribution to the unitrust.
- You pay no capital gains tax on the transfer of donated assets.
- You or your designated beneficiaries receive income for life or a term of years.
- You can make additional gifts to the trust as your circumstances allow and qualify for additional tax deductions.
- You have the satisfaction of making a significant gift that benefits you now and Berkeley later.
- Diversifies Investments.
For more information
Email us, complete the personal gift proposal form, or call us at 510-642-6300 so that we can assist you through every step of the process.
