Charitable Remainder Unitrusts

CLICK HERE FOR A DETAILED EXPLANATION

How it works

  You transfer cash, securities or other appreciated property into a unitrust.

  The trust pays a percentage of the value of its principal, which is valued annually, to
the beneficiaries you name at the time you create the trust..

  When the trust terminates, the principal passes to Winsor to be used as you have
directed.

Benefits

• You receive an immediate income tax deduction for a portion of your contribution to the unitrust.
• You pay no capital gains tax on appreciated assets you donate.
• You or your designated beneficiaries receive income for life or a term of years (up to 20).
• You can make additional gifts to the trust as your circumstances allow for additional income and tax benefits.
• You have the satisfaction of making a significant gift that benefits you now and provides for Winsor's future.

More

• Is this gift for you? Click here.
• Read more detail. Click here.

To learn more about charitable remainder unitrusts, Email us, complete the Information Request Form, or call us at (617) 912-1340 so that we can assist you.

The Winsor School
Pilgrim Road
Boston, MA 02215
Phone: (617) 912-1340
Fax: (617) 912-1342