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Charitable Remainder Unitrust

Charitable Remainder Unitrust Diagram

How It Works

  1. Create trust agreement stating terms of the trust; transfer cash or other property to trustee
  2. Trustee invests and manages trust assets and makes payments to income beneficiaries you designate
  3. Remainder to IU Health Foundation for purposes you specify

Benefits

  • Payments to one or more beneficiaries, varying annually with the value of the trust
  • Federal income-tax deduction for the charitable remainder value of your interest
  • No capital-gain tax when trust is established; property is sold by the trust
  • Trust remainder will provide generous support for IU Health Foundation

More Information

Contact Us

Marya E. Jones, J.D.
Phone: 317.962.1891
Cell: 317.750.4857
mjones68@iuhealth.org

 

1633 N. Capitol Avenue, Suite 1200
Indianapolis, IN 46202