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Charitable Remainder Unitrust

The value of the assets you use to fund your charitable remainder unitrust will determine the income payment percentage that you or your beneficiary will receive annually for making the gift.

About This Gift

The value of the assets you use to fund your charitable remainder unitrust will determine the income payment percentage that you or your beneficiary will receive annually for making the gift. The percentage of payment can be up to 50% of the assets fair market value. Your trust’s assets will be valued on an annual basis to determine the amount you will receive. This gift also allows the flexibility of additional gifts if you wish to add to your gift at any time.

How It Works

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

2. Your trust pays a percentage of the market value of the assets re-valued annually to you or to beneficiaries you name.

3. When your trust ends, the remaining funds pass to the National Center on Sexual Exploitation.

Benefits

· You receive an immediate income tax deduction for a portion of your contribution to your trust.

· You do not pay 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 gift that benefits you and NCOSE

Contact us

If you have any questions about a charitable remainder unitrust, please contact us. We would be happy to assist you and answer any questions you might have.

Contact Us

We are here to help! If you want to learn more about how to get started and maximize your gift, contact us today, and someone from our team will connect with you. 

Will or Trust

Your will gives you peace of mind knowing that loved ones are taken care of, your assets are distributed accurately, and that your gift to the National Center on Sexual Exploitation reflects your personal values.

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Life Insurance

If you want to keep your current policy but make a future gift, you can leverage your policy by simply naming the National Center on Sexual Exploitation as a beneficiary of your policy.

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Real Estate

Donating appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch or commercial property can make a great gift to National Center on Sexual Exploitation.

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Stocks, Bonds, Mutual Funds

Maximize your monetary gain by funding a charitable gift with donated appreciated stock, mutual funds, or bonds. This is a tax savvy way to help benefit the world in future years to come.

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Charitable Gift Annuities

If you’re looking for a way to maintain your current lifestyle, increase your financial security, and lower your taxes, consider creating a charitable gift annuity.

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Charitable Lead Trust

With a charitable lead trust, you can donate to the National Center on Sexual Exploitation, and then pass your assets to your heirs at reduced tax rates.

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Qualified Charitable Distribution

Also commonly known as an IRA Charitable Rollover gift. Donors age 70 ½ and older may direct lifetime distributions from their traditional or Roth IRA to the National Center on Sexual Exploitation.

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