Support a cause that's important to
you with a charitable gift and put your
assets to work with our tax-efficient charitable
strategies. Learn about the many tax benefits of
making a gift while creating your legacy.
Support a cause that's important to
you with a charitable gift and put your
assets to work with our tax-efficient charitable
strategies. Learn about the many tax benefits of
making a gift while creating your legacy.
Are your appreciated assets, such as stock, bonds or real estate, producing little or no income?
If you sell your appreciated assets, you will pay a large capital gains tax. A sale and charitable remainder unitrust may be the solution to avoid capital gains tax.
When transferring a portion of your primary residence to fund a unitrust, you may apply your one-time home exclusion to reduce or eliminate capital gains tax that would otherwise be due from the sale. Your tax advisor can assist you to determine if you should utilize this strategy.
If you have any questions about a sale and unitrust, please contact us. We would be happy to assist you and answer any questions you might have.
Explore additional resources to help you with your tax planning and making a gift in support of our mission. Contact us for more information about ways you can support our organization, or let us know if you have given to us in the past.