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 IndyHumane for purposes you specify

Benefits

  • Payments to one or more beneficiaries that will vary 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 IndyHumane

More Information

Contact Us

David R. Horth
Chief Executive Officer
dhorth@indyhumane.org
317.872.5650, x104

 

Humane Society of Indianapolis
7929 N. Michigan Road
Indianapolis, Indiana 46268

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