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Gift Planning: Charitable Remainder Unitrust

A charitable remainder unitrust is a separately invested and managed trust that pays a percentage of the principal, revalued annually, to you, your spouse, or other beneficiaries for life or for a maximum term of 20 years, after which the remainder is distributed to WGBH.

FUNDING A UNITRUST

You are permitted to make additional gifts to the trust, and you will receive a charitable income tax deduction for a portion of any gift you make to the trust.

Almost any asset can fund a unitrust, including cash, publicly traded stocks and bonds, closely held stock, partnership interests, and real estate. A unitrust can be tailored to meet your very specific personal financial planning needs. You may establish a trust with a gift of $100,000 of cash or securities, or $150,000 for gifts of real estate.

CONTACT US

To learn how you might benefit from such an arrangement, contact your attorney or the Office of Gift Planning & Endowment at gift_planning@wgbh.org or 800-220-7122. WGBH is located at One Guest Street, Boston, MA, 02135.

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