Charitable Remainder Unitrusts

(A Bucket of Flexible Income)

How it works

	You transfer cash, securities or other appreciated property into a trust.
	The trust pays a percentage of the market value of the assets re-valued annually to you or to beneficiaries you name.
	When the trust ends, the principal passes to the Catholic Foundation.

Benefits

• You receive an immediate income tax deduction for a portion of your contribution to the trust.
• You pay no capital gains tax on appreciated assets you donate.
• 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 can have the satisfaction of making a significant gift that benefits you now and the Catholic Foundation later.