Planned Giving

Your generous gift brings continuing hope to the persecuted.

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  • Planned Giving

    Your generous gift brings continuing hope to the persecuted.
    Begin here

  • Bequests

    You include language in your will or trust leaving a gift to Open Doors USA from your remaining estate.
    Learn More

  • IRA Rollover

    Congress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years.
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  • Beneficiary Designation Gifts

    You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
    Learn More

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Charitable Remainder Unitrust

You may be concerned about high capital gains taxes upon the sale of an appreciated asset. Perhaps you recently sold property and are looking for a way to save on taxes this year and plan for retirement. A charitable remainder unitrust might offer the solutions you need!

Charitable Remainder Unitrust
Stock or Cash
Unitrust
Donor
Open Doors USA
Charity image

Benefits of a charitable remainder unitrust

  • Receive income for life, for a term of up to 20 years, or life plus a term of up to 20 years
  • Avoid capital gains on the sale of your appreciated assets
  • Receive an immediate charitable income tax deduction for the charitable portion of the trust
  • Provide a stream of income for yourself, a spouse, or family
  • Establish a future legacy gift to charitable organizations you care about such as Open Doors USA

How a charitable remainder unitrust works

  1. You transfer cash or assets to fund a charitable remainder unitrust.
  2. In the case of a trust funded with appreciated assets, the trust will then sell the assets tax-free.
  3. The trust is invested to pay income to you or any other trust beneficiaries you select based on a life, lives, a term of up to 20 years or a life plus a term of up to 20 years.
  4. You receive an income tax deduction in the year you transfer assets to the trust.
  5. Open Doors USA (and perhaps other charitable organizations) benefit from what remains in the trust after all the trust payments have been made.

Contact us

If you have any questions about a charitable remainder unitrust, please contact us. We would be happy to assist you and answer any questions you might have.

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