Charitable Remainder Unitrusts

How it works

	You transfer cash, securities or other appreciated property into a trust.
	The trust pays a percentage of the value of its principal, which is re-valued annually, to you or to beneficiaries you name.
	When the trust terminates, the remainder passes to the University of Pennsylvania.

Benefits

You receive an immediate income tax deduction for a portion of your contribution to the unitrust.
You pay no upfront capital gains tax on appreciated assets you donate.
You or your designated beneficiaries receive income for life or a term of years.
You can make additional gifts to the trust as your circumstances allow and qualify for additional tax deductions.
You have the satisfaction of making a significant gift that benefits you now and Penn later.

For more information

Email us, complete the personal illustration form, or call us at (800) 223-8236 so that we can assist you through every step of the process.