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Planned Giving: Charitable Remainder Unitrusts Illustration

How it works

You transfer cash, securities or other appreciated property into a trust.

The trust pays a percentage of the value of its principal, which is re-valued annually, to you or to beneficiaries you name.

When the trust terminates, the remainder passes to Physicians Committee for Responsible Medicine.

Benefits

  • You receive an immediate income tax deduction for a portion of your contribution to the unitrust.
  • You pay no upfront capital gains tax on appreciated assets you donate.
  • You or your designated beneficiaries receive income for life or a term of years.
  • You can make additional gifts to the trust as your circumstances allow and qualify for additional tax deductions.
  • You have the satisfaction of making a significant gift that benefits you now and PCRM later.

For more information

E-mail us, complete the personal illustration form, or call us at 202-686-2210, ext. 366, so that we can assist you through every step of the process.



Charitable Remainder Unitrusts Related Links

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Physicians Committee for Responsible Medicine
5100 Wisconsin Ave., N.W., Ste.400, Washington DC, 20016
Phone: 202-686-2210     Email: pcrm@pcrm.org