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 ECS.
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 ECS later.
More
For more information
If you are considering a charitable remainder unitrust, email us, complete the personal illustration form, or call us at (215)351-1460 so that we can assist you through every step of the process.
