Charitable Remainder Unitrust: The Details
Is this gift right for you?
A charitable remainder unitrust is for you if…
- You want to make a significant gift to Yale while retaining or increasing your income.
- You hold appreciated property, such as securities, a closely-held business, real estate or partnership interests, and would like to avoid the capital gains tax associated with a sale.
- You want the opportunity for your income to grow over time.
- You desire maximum flexibility in the operation of your gift.
- Best for high net worth donors with taxable estates.