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Charitable Remainder Unitrusts
(Is this gift for you?)
A charitable remainder unitrust is for you if ...
- You want to make a major gift to the Wharton School while retaining or increasing your income from the assets you contribute.
- You hold appreciated assets — securities, a business, or investment real estate — and want to avoid the capital gains cost of a sale.
- You want the income from your gift to be able to grow over time.
- You desire maximum flexibility in the operation of your gift:
- You want income paid to your beneficiary for a term of years instead of their lifetime.
- You want income to go to more than one beneficiary.
- You want the option of choosing the trustees of your gift plan.
- You want to donate an appreciating but temporarily illiquid asset to Wharton.
For more information
Email us, complete the personal illustration form, or call us at 215.898.1638 so that we can assist you through every step of the process.