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 BMC 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 BMC

More Information

Contact Us

Paul Miller - Major Gifts Officer
617-414-5505
paul.miller@bmc.org

 

BMC Office of Development
801 Massachusetts Avenue, 1st Floor
Boston, MA 02118

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Disclaimer

The discussion herein is general in nature and may not apply to all individuals. Prospective donors are urged to consult their personal tax and financial advisors concerning the specific consequences of making gifts to BMC. We would be pleased to discuss, in confidence, ways in which you may support BMC. These measures may also have an impact on your estate planning.