• HOME
  • ABOUT US
    • MISSION
    • INVESTMENT POLICY STATEMENT
    • GOVERNANCE
  • DONORS
    • RECOMMENDATION FORMS
    • AGENCY WISH LIST
    • DONOR ADVISED FUNDS
    • RECOGNITION SOCIETIES
  • GRANTS & SCHOLARSHIPS
    • UNRESTRICTED FUND
    • RESTRICTED FUND
    • SCHOLARSHIP FUNDS
    • NAMED FUND GRANT &
      SCHOLARSHIP OPPORTUNITIES
  • CREATE A JEWISH LEGACY
  • MAKE A DONATION


Gift Options

Create Your Plan

Legacy Society

News

For Advisors

Scholarships

Contact Us

You are at: Planned Giving > Gift Options > How to Give > CRUT

Charitable Remainder Unitrust

Charitable Remainder Unitrust
Stock or Cash
Unitrust
Donor
JEF
Bequests
You may be concerned about the high cost of capital gains tax upon the sale of your appreciated property.

Or perhaps you recently sold property and are looking for a way to save on taxes this year and plan for retirement. A charitable remainder unitrust might offer the solutions you need!

Benefits of a Charitable Remainder Unitrust Gift

  • Income for life, lives, or term of years
  • Avoid capital gains on the sale of your appreciated assets
  • Charitable income tax deduction for remainder portion of your gift to Jewish Endowment Foundation of Western Massachusetts
  • Future legacy gift to our organization

Charitable Remainder Unitrust for Income

A charitable remainder unitrust pays you income that reflects trust investments. There is the potential that your income could increase over time with growth in the trust.

How to Select the Right Unitrust Payout for You

There are several unitrust payout options to meet your needs:

  • The standard unitrust pays out a percentage of the trust assets each year
  • Another payout option used commonly for real estate permits the trust to sell the property tax free and then begin paying you income after the property has been sold
Print This Print
Email This Email
Calculate Plan Calculator
Contact Us Contact
eBrochure eBrochure
scriptsknown



© 2022 Crescendo Interactive, Inc. PRIVACY STATEMENT