Charitable Remainder Unitrust

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How It Works

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

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

When the trust ends, the principal passes to Oxford University.

Benefits

  • You receive an immediate income tax deduction for a portion of your contribution to the trust.
  • You pay no 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 can have the satisfaction of making a significant gift that benefits you now and Oxford University later.

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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.