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5000 Clubside
Road
Lyndhurst, Ohio
44124-2595
440.423.4446
12465 County Line Road, P.O. Box 8002
Gates
Mills, Ohio
44040-8002
440.423.4446
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 Charitable Remainder Unitrusts
A charitable remainder unitrust is for you if ...
- You want your income to be able to grow over time.
- You want to invest your gift plan first for growth and then for income, or if you want to donate a valuable but temporarily illiquid asset.
- You want to make a major gift to us while retaining or increasing your income.
- You hold securities, a business, or investment real estate, and want to avoid the capital gains cost of a sale.
- You desire maximum flexibility in the operation of your gift:
- You want income paid to your beneficiary for a term of years instead of his/her lifetime.
- You want to pay more than one beneficiary.
- You want the option of choosing the trustees of your gift plan.
More
To learn more about Charitable Remainder Unitrusts, Email us, complete the Information Request form, or call us at (440) 423-2084 so that we can assist you.
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