Charitable Remainder Trusts
You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. Perhaps you are considering selling a highly appreciated piece of property and are looking for a way to save on taxes and plan for retirement. A charitable remainder trust might offer the solutions you need! There are different configurations of a charitable remainder trust. Which trust option you use depends on the asset you use to fund the trust, who receives the trust income stream, and when you want the income stream to begin.
Charitable Remainder Unitrust
You transfer your cash or appreciated property to IU Health Foundation to fund a charitable remainder unitrust. The trust sells the property tax-free and provides you with income for life or a term of years.
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Charitable Remainder Annuity Trust
You transfer your cash or appreciated property to IU Health Foundation to fund a charitable remainder annuity trust. The trust sells the property tax-free and provides you with fixed income for life or a term of years.
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Sale and Unitrust
You give a percentage of your property to IU Health Foundation to fund a charitable remainder trust. When the property sells, you receive cash and income for life.
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Give It Twice Trust
You provide your children with a stream of income while making a gift to IU Health Foundation.
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Unitrust and Special Needs Trust
If you are looking for a way to provide for a loved one who has special needs and also make a gift to support IU Health, a charitable remainder unitrust and a special needs trust arrangement could help you achieve your objectives.
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Calculator
This resource will produce an illustration that will show you the income and tax benefits for each type of trust.
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