Charitable Remainder Unitrust

Charitable Remainder Unitrust Diagram

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 WCS 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 WCS

More Information

Contact Us

Emily Hirshbein
Director, Planned Giving

Matthew Del Greco
Manager, Planned Giving


Federal Tax ID Number: 13-1740011

 

Phone: 718 220 6894
Email: plannedgiving@wcs.org

2300 Southern Boulevard
Bronx, NY 10460

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