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Charitable Remainder Unitrust

Charitable Remainder Unitrust Diagram. Description of image is listed below.

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 St. John’s Prep 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 St. John’s Prep

More Information

Contact Us

Deb Marino
Chief Advancement Officer
978-624-1458
dmarino@stjohnsprep.org

 

St. John’s Preparatory School
72 Spring Street
Danvers, MA 01923
Federal Tax ID Number: 04-2104875

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