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.