Charitable Remainder Unitrusts
CLICK HERE FOR A DETAILED EXPLANATION 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 the Institute of HeartMath.
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 IHM later.
More
To learn more about Charitable Remainder Unitrusts, Email us, complete the Information Request form , or call us at 831-338-8717 so that we can assist you.
