Seattle Archdiocese

The Catholic Community in Western Washington
 
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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 Archdiocese of Seattle while retaining or increasing your income 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 income from your gift to be able to grow over time.
  • You desire maximum flexibility in the operation of your gift:
    • You want income paid to your beneficiary for a term of years instead of their lifetime.
    • You want income to go 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 the Archdiocese.


For more information

Email us, complete the personal illustration form, or call us at (206) 748-7984 or (800) 752-5902 so that we can assist you through every step of the process.