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Gift Plans
Bequest Charitable
Bargain Sale Charitable Gift Annuity Charitable
Lead Trust Deferred Gift Annuity Donor
Advised Fund Remainder
Annuity Trust Remainder Unitrust Retained
Life Estate Testamentary Life-Income
Assets You Can Give
Appreciated
Securities Business Interests Cash Life
Insurance Lifetime Gifts of Insurance Gift-Replacement
Life Insurance Partnership Interests Real Estate Retirement
Plans
Charitable Remainder Unitrusts Example A 55 year-old donor in the 35% tax bracket establishes a unitrust with $100,000 of appreciated stock, originally purchased for $10,000. Unitrust pays donor 5.0% of the trust assets re-valued annually for life. Trust earns a 8% average total return. Assume IRS discount rate of 3.2%.
PLEASE NOTE: This example is for illustrative purposes only and is not intended as legal or tax advice. Consult your legal and tax advisors prior to making any material decisions based on this data. For more information Email us, complete the personal illustration form, or call us at so that we can assist you through every step of the process. Kentucky Baptist Foundation Planned Giving content ©2008 VirtualGiving | Disclaimer & Privacy Notice |