Charitable Remainder Trusts

Unitrusts and Annuity Trusts

Click here to PICTURE A UNITRUST! or Click here to PICTURE AN ANNUITY TRUST!

If you are interested in maximum flexibility and effectiveness from your gift, consider the charitable remainder trusts (CRT's) of The Legacy Foundation at Shell Point.

• Our unitrust pays you and/or other beneficiaries income as a fixed percentage of the principal. The unitrust is revalued annually, and income in excess of the percentage payout is reinvested.
• Our annuity trust pays you and your beneficiaries a fixed income.

CRT's may pay income to multiple beneficiaries, for life or a term or years. A unitrust may be structured to invest solely for growth for a term of years, an attractive way to help provide for future retirement or tuition needs while also making a substantial gift to The Legacy Foundation at Shell Point. An annuity trust may hold tax-free securities and pass tax-free income through to the beneficiaries.

You, your financial institution, or The Legacy Foundation at Shell Point may serve as the trustee of a CRT. We presently ask for a minimum gift of $100,000 to establish a unitrust that we will trustee.

To learn more about gifts of charitable remainder trusts, Email us, complete the Information Request form, or call us at (239) 466-8484 so that we can assist you.

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