Charitable Remainder Unitrust CRUT – Using Investments for All They’re Worth

Extend the Impact for the Next Generation and Beyond

You have worked hard all your life to save and grow your investments. If you are like most people, you are looking for ways to minimize taxes and maximize the overall satisfaction you receive from your assets. Perhaps a charitable remainder unitrust (CRUT) is right for you.

Options for charitable planning and income for life

  • When you transfer your assets to a charitable remainder unitrust (CRUT), you can avoid capital gains tax on your long term appreciated assets.
  • The CRUT will sell your assets tax free and reinvest the proceeds to pay you (and your spouse or loved one) income for the rest of your lives.
  • You will receive an income tax deduction in the year you create the CRUT.
  • Carolina will benefit from what remains of the CRUT assets after all payments have been made.

There are other life-income options that may serve your philanthropic interests and personal goals. For example, Carolina offers Charitable Gift Annuities and Deferred Charitable Gift Annuities in 27 states.

Interested in learning more?

UNC-Chapel Hill Office of Gift Planning • P.O. Box 309 • Chapel Hill, NC 27514

Contact our office at 1-800 994-8803 or createalegacy@unc.edu. Visit us online at unclegacy.org to learn more about life income options.

All inquiries are treated with complete confidentiality. This information is not intended as tax, legal or financial advice. Gift results may vary. Consult your personal financial advisor for information specific to your situation.