Charitable Remainder Unitrusts

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How it works

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

The trust pays a percentage of the value of its principal, which is revalued annually, to you or to the beneficiaries you name.

When the trust terminates, the principal passes to Pittsburgh History & Landmarks Foundation.

Benefits

  • You receive an immediate income tax deduction for a portion of your contribution to the unitrust.
  • You pay no up front 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 significant gift that benefits you now and PHLF later.

More

To learn more about charitable remainder unitrusts, Email us, complete the Information Request Form, or call us at (412) 471-5808 so that we can assist you.




Pittsburgh History & Landmarks Foundation
100 West Station Square Drive, Suite 450
Pittsburgh, PA 15219-1134
(412) 471-5808 | Fax: (412) 471-1633
E-Mail: jack@phlf.org

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