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Sale and Unitrust

Sale and Unitrust
Property
Unitrust
Cash Received
Income to Donor
JOM
Sale and Unitrust
Are your appreciated assets (such as stock, bonds or real estate) producing little or no income?

If you sell your appreciated assets, you will pay a large capital gains tax. A sale and charitable remainder unitrust may be the solution.

How a Sale and Unitrust Works

  1. You give a portion of your asset.
  2. The asset is sold, you receive cash and the rest goes to fund your charitable trust.
  3. The trust will provide you with income for the rest of your life.
  4. You receive a charitable deduction this year to offset your tax on the sale.

Benefits of a Sale and Unitrust

  • You get the cash you need to purchase another residence, travel or meet your daily needs.
  • The unitrust provides you with income for the rest of your life and future retirement.
  • The unitrust deduction gives you valuable tax savings that may reduce your tax bill this year.
  • When you pass away, the remaining value in the unitrust will help Joel Osteen Ministries further its work.
scriptsknown
Joel Osteen Ministries
Shawna Collins
Director of Planned Giving
3700 Southwest Freeway
Houston, TX 77027
713-491-1200
Plannedgiving@joelosteen.com