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The
United Way
of Martin County Foundation
Charitable Remainder Trusts
HOW IT WORKS
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You transfer cash, securities or other
appreciated property, such as real estate, into a trust.
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Each year, the trust pays a percentage
of its value to you or to beneficiaries you name.
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When the trust terminates, the
remainder passes to the United Way of Martin County
Foundation
THE BENEFITS
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You receive an immediate income tax
deduction for a portion of your contribution to the trust.
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The trust pays no capital gains tax
when it sells the assets you have contributed to the trust.
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You or your designated beneficiaries
receive income for life or a term of years.
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You can make additional gifts to the
trust as your circumstances allow and qualify for additional
tax deductions and increased trust payments.
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You have the satisfaction of making a
significant gift that benefits you now and Foundation later.
Back to Ways to Give
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Legacy Society
The Legacy Society honors people who have made a donation
or commitment to the United Way Foundation through immediate gifts, a bequest, a
trust, or naming UW as a beneficiary of IRA, pension plan or life insurance. Read
more>>
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