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Charitable Remainder Unitrusts
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How it works
 You transfer cash, securities or other appreciated property into a unitrust.
 The trust pays a percentage of the value of its principal, which is revalued annually, to you or to the beneficiaries you name.
 When the trust terminates, the principal passes to Lyon College.
Benefits
- You receive an immediate income tax deduction for a portion of your contribution to the unitrust.
- You pay no up front 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 have the satisfaction of making a significant gift that benefits you now and Lyon College later.
More
To learn more about charitable remainder unitrusts, Email us, complete the Information Request Form, or call us at 870-793-1767 so that we can assist you.
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