Charitable Remainder Unitrust

Charitable Remainder Unitrust Diagram

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 the Center 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 the Center

More Information

Contact Us

Sue Nickerson
Director of Development
(508) 648-7136
snickerson@coastalstudies.org

Federal Tax ID Number: 04-2609788

 

Center for Coastal Studies
5 Holway Avenue
Provincetown, MA 02657

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Entanglement Hotline: (800) 900-3622
[email protected]
(508) 487-3622
5 Holway Avenue
Provincetown, MA 02657

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