Charitable Remainder Unitrust
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How It Works
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You transfer cash, securities or other appreciated property into a trust. |
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The trust pays a percentage of the market value of the assets re-valued annually to you or to beneficiaries you name. |
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When the trust ends, the principal passes to Oxford University. |
Benefits
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For more information
If you are considering a charitable remainder unitrust, email us, complete the personal illustration form, or call us at 212 377 4900 so that we can assist you through every step of the process.