Planned Giving

Charitable Remainder Unitrust



How It Works

  • You transfer cash, securities, or other appreciated property into a trust. The required minimum for this type of gift is $100,000.
  • The trust pays a percentage of the value of its principal, which is valued annually, to you or beneficiaries you name.
  • You may use your real estate to fund a charitable remainder unitrust (CRUT), which may be structured to provide lifetime income for you and/or others, or income for a term of years.
  • When the trust terminates, the remainder passes to Sisters of Notre Dame de Namur Ohio Province in support of their overall mission.

Benefits

  • Receive income for life or a term of years in return for your gift. 
  • Receive an immediate income tax deduction for a portion of your contribution.
  • Pay no up-front capital gains tax on appreciated assets you give.
  • You may be able to make additional gifts to the trust as your circumstances allow for additional income and tax benefits.


With you, we change lives

With the support of generous friends like you, we are able to continue our mission of educating and taking a stand with the poor — especially women and children.

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