Avow Hospice
Phone
1(239) 261-4404 Call Today for Hospice, Palliative Care, and Grief Support Services
Menu Search

Planned
Giving

Charitable Remainder Unitrust

Charitable Remainder Unitrust Diagram. Description of image is listed below.

How It Works

  1. Create trust agreement stating terms of the trust; transfer cash or other property to trustee
  2. Trustee invests and manages trust assets and makes payments to income beneficiaries you designate
  3. Remainder to Avow for purposes you specify

Benefits

  • Payments to one or more beneficiaries, varying annually with the value of the trust
  • Federal income-tax deduction for the charitable remainder value of your interest
  • No capital-gain tax when trust is established; property is sold by the trust
  • Trust remainder will provide generous support for Avow

 

Contact Us

Annalise Smith
Chief Philanthropy Officer
(239) 261-4404
Foundation@Avowcares.org

Avow Foundation
1095 Whippoorwill Lane
Naples, FL 3410

Back