Charitable Remainder Unitrust

Charitable Remainder Unitrust Diagram

How It Works

  1. Create trust agreement stating terms of the trust; transfer cash or other property to trustee
  2. Trustee invests and manages trust assets and makes payments to income beneficiaries you designate
  3. Remainder to The Josef Gingold Fund for purposes you specify

Benefits

  • Payments to one or more beneficiaries that will vary annually with the value of the trust
  • Federal income-tax deduction for the charitable remainder value of your interest
  • No capital-gain tax when trust is established; property is sold by the trust
  • Trust remainder will provide generous support for The Josef Gingold Fund

More Information

Contact Us

Mary Jane Sorbera
Director of Development
maryjane@violin.org
317.637.4574

 

The International Violin Competition of Indianapolis
32 E. Washington Street, Suite 1320
Indianapolis, IN 46204 U.S.A.

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