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Charitable Remainder Unitrusts
(Is this gift for you?)

A charitable remainder unitrust is for you if ...

• You want to make a major gift to PENN Medicine while retaining or increasing your return from the assets you contribute.
• You hold appreciated assets — securities, a business, or investment real estate — and want to avoid the capital gains cost of a sale.
• You want the payments from your gift to be able to grow over time.
• You desire maximum flexibility in the operation of your gift:
  
  
  • You want payments made to your beneficiary for a term of years instead of their lifetime.
  • You want payments made to more than one beneficiary.
  • You want the option of choosing the trustees of your gift plan.
  • You want to donate an appreciating but temporarily illiquid asset to PENN Medicine.

For more information

Email us, complete the personal illustration form, or call us at 215-898-9486 so that we can assist you through every step of the process.