Charitable remainder unitrust

 

A charitable remainder unitrust is a separately invested and managed trust that pays a percentage of the principal, revalued annually, to you, your spouse, or other beneficiaries for life or for a maximum term of 20 years, after which the remainder is distributed to WGBH.

Funding a unitrust

You are permitted to make additional gifts to the trust, and you will receive a charitable income tax deduction for a portion of any gift you make to the trust.

Almost any asset can fund a unitrust, including cash, publicly traded stocks and bonds, closely held stock, partnership interests, and real estate. A unitrust can be tailored to meet your very specific personal financial planning needs. You may establish a trust with a gift of $100,000 of cash or securities, or $150,000 for gifts of real estate.

Contact us

To learn how you might benefit from such an arrangement, contact your attorney or the Office of Endowment and Planned Giving at planned_giving@wgbh.org or 800-220-7122. WGBH is located at One Guest Street, Boston, MA, 02135.