Charitable Remainder Unitrusts

• You transfer cash, securities or other appreciated property into a trust.
• You or your beneficiaries receive income based on a percentage of the value of the trust. The trust value is re-computed annually, so payments change from year to year.
• The remainder passes to The Providence Center when the trust terminates.

Benefits

• You receive an immediate income tax deduction for a portion of your contribution to the unitrust.
• When you contribute an asset to the trust and then sell it, the trust pays no capital gains.
• You or your designated beneficiaries receive income for life or a term of years.
• The trust allows the donor flexibility. You can make additional gifts to the trust as your circumstances allow and qualify for additional tax deductions and increased trust payments.
• You can make a significant gift that benefits you now and The Providence Center later.