Witham Health Services
 


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Charitable Remainder Unitrust


How it works

  1. You transfer cash, securities or other appreciated property into a trust.
  2. The trust pays a percentage of the value of its principal, which is re-valued annually, to you or to beneficiaries you name.
  3. When the trust terminates, the remainder is used by the Witham Health Services Foundation for programs and services, or for a specific need you have designated.

Benefits

  • You qualify for an immediate income tax deduction for a portion of your contribution to the unitrust.
  • You bypass capital gains tax on appreciated assets you contribute.
  • 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 and Witham Health Services.

For more information

Email us at foundation@witham or call us at 765-485-8112 so that we can assist you through every step of the process.



Questions? Please contact:
Witham Health Services Foundation
2705 N. Lebanon Street, Suite 115
Lebanon, IN  46052
Phone: 765-485-8112
Fax: 765-485-8139
foundation@witham.org








© 2014 Witham Health Services | 2605 N. Lebanon Street | Lebanon, IN 46052 | (765) 485-8000