Charitable Remainder Unitrusts

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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 revalued annually, to you or to the beneficiaries you name.
	When the trust terminates, the principal passes to Perkiomen.

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 Perkiomen later.

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 215-679-9511 so that we can assist you.