Gift Planning
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Charitable Remainder Unitrusts
(Gift illustration)
How it works
You transfer cash, securities or other appreciated property into a trust.
The trust pays a percentage of the value of its principal, which is re-valued annually, to you or to beneficiaries you name.
When the trust terminates, the remainder passes to National Parks Conservation Association.
Benefits
- You receive an immediate income tax deduction for a portion of your contribution to the unitrust.
- You pay no upfront 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 have the satisfaction of making a significant gift that benefits you now and NPCA later.
For more information
Email us, complete the personal illustration form, or call us toll free at 1.877.468.5775 so that we can assist you through every step of the process.