Charitable Remainder Unitrusts

How It Works

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

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

When the trust terminates, the remainder passes to the Billy Graham Evangelistic Association.

Benefits

  • You receive an immediate income tax deduction for a portion of your contribution to the unitrust.
  • You pay no capital gains taxes.
  • 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 BGEA later.

For More Information

E-mail us, complete the personal illustration form, or call us at (877) 247-2426 so that we can assist you through every step of the process.