Charitable Remainder Unitrust

 

Make a large gift and create a flexible source of retirement income.

                     SPCC_CRUT

 

How it works
1. You transfer cash, securities or other appreciated property into a trust. 
2. The trust pays a percentage of the market value of the assets re-valued annually to you or to beneficiaries you name. 
3. When the trust ends, the principal passes to the Severna Park Community Center.

 

Benefits
• You receive an immediate income tax deduction for a portion of your contribution to the trust.
• You pay no 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 can have the satisfaction of making a significant gift that benefits you now and the Severna Park Community Center later.

 

 

 

Our team of professionals is available to work with you and your tax, financial, and estate advisors in forming a gift plan.


For more information, contact:
Chris Marsala, Executive Director
Severna Park Community Center
623 Baltimore-Annapolis Blvd
Severna Park, MD 21146
E-mail:
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Phone: (410) 647-5843

 

Return to the Planned Giving home page.

 
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