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Unitrust

A Unitrust allows you to make a major donation of securities or other assets and keep the income from those assets.

How it works:

• • This gift is a combination of an investment and a planned gift.
• • A Unitrust is funded with appreciated assets (appreciated property or stocks generate the greatest net savings for you)
• • You choose a set percentage of the Unitrust’s value to receive as life income.
• • After your lifetime (or that of a survivor, should you wish), the trust’s principal is given to Children's Hospital Central California.

Benefits of a Unitrust:

• A sizeable income tax charitable deduction in the year that the Unitrust is created and funded.
• Tax deduction is based on the current market value of the property, not the cost basis.
• Avoidance of payment on current capital gains taxes on appreciated property.
• Securement of a life income that is often greater than your previous yield.
• Securement of a hedge against inflation
• Professional management of the assets frees you from investment worries.