Charitable Remainder Unitrusts
(Is this gift for you?)

A charitable remainder unitrust is for you if ...

• You want to make a major gift to THE ASSOCIATED while retaining or increasing your income from the assets you contribute.
• You hold appreciated assets — securities, a business, or investment real estate — and want to avoid the capital gains cost of a sale.
• You want the income from your gift to be able to grow over time.
• You desire maximum flexibility in the operation of your gift:
  
  
  • You want income paid to your beneficiary for a term of years instead of their lifetime.
  • You want income to go to more than one beneficiary.
  • You want the option of choosing the trustees of your gift plan.
  • You want to donate an appreciating but temporarily illiquid asset to THE ASSOCIATED.

For more information

Email us, complete the personal illustration form, or call us at 410-727-4828 so that we can assist you through every step of the process.

THE ASSOCIATED
101 W. Mt. Royal Avenue
Baltimore, MD 21201
410-727-4828 | Fax: 410-837-1342
E-mail: mfriedman@associated.org

Disclaimer and Privacy Notice
Planned Giving content and Legacy Planner © VirtualGiving, Inc