GIFT PLANNING
  GIFT PLANNING

  Meet Our Donors

  The 1888 Society
  Step 1: Discover

  Goals & Benefits

  Benefits of Giving Wisely
  Step 2: Research

  Gift Plans
 
    Assets to Give
    Gift Calculator
    Frequent Questions
    Glossary
  Step 3: Contact
    Request Information
    Contact Us
  BACK TO LATIN
 

Charitable Remainder Unitrusts

CLICK HERE FOR A DETAILED EXPLANATION


How it works

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

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

When the trust terminates, the principal passes to The Latin School of Chicago.

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 The Latin School later.

More

To learn more about charitable remainder unitrusts, E-mail us, complete the Information Request Form, or call us at (312) 582-6042 so that we can assist you.




The Latin School of Chicago
59 W. North Blvd.
Chicago, IL 60610
(312) 582-6042 | Fax: (312) 582-6041



Planned Giving content copyrighted © 2008 VirtualGiving.