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Support Audubon >Planned Giving
Charitable Remainder Unitrusts
(Additional Planning Tips)
Education Trust:
Create a trust for a term of years, and designate the income for a child or grandchild to pay for college tuition. At the end of the term, the remainder passes to Audubon to use where you have designated.
Special Needs Trust:
It is now possible for a charitable unitrust to pay its income to a separate vehicle set aside to meet the needs of a family member, or friend with a qualified disability.
Parents’ Trust:
If you’re providing annual income to parents, consider establishing a trust that pays income to them; you receive a charitable deduction at the time of funding and the satisfaction of helping both Audubon and your family.
Donating Real Estate:
You may donate real estate to a charitable trust if it is not subject to a mortgage or lien. If you donate real property, your income will begin in the year following the sale of the property. If, for example, you donate real property in March 2004 and the trustee sells the donated property in November, 2004. Your income would begin in 2005. There are many special factors affecting a trust funded with real estate. Our staff will be happy to work with you and your advisors to make sure the gift you are considering will work according to your needs.
For more information
Email us, complete the personal illustration form, or call us at 212-979-3033 so that we can assist you through every step of the process.
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