Salisbury School - Giving
Giving to Salisbury School

Charitable Remainder Unitrusts




How it works

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

The trust pays a percentage of the market value of the assets re-valued annually to you or to beneficiaries you name.

When the trust ends, the principal passes to Salisbury School.

Benefits

  • You receive an immediate income tax deduction for a portion of your contribution to the trust.
  • You pay no 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 can have the satisfaction of making a significant gift that benefits you now and Salisbury later.

More

To learn more about Charitable Remainder Unitrusts, Email us, complete the Information Request form, or call us at (860) 435-5703 so that we can assist you.