planned giving

Charitable Remainder Unitrust

Charitable Remainder Unitrust Diagram. Description of image is listed below.

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 IndyHumane 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 IndyHumane

 

Contact Us

Gina Hays
Chief Development Officer
ghays@indyhumane.org
317.489.3673

The Humane Society of Indianapolis
7929 N. Michigan Road
Indianapolis, Indiana 46268
Federal Tax ID#: 35-0876385

Back