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Charitable Remainder Unitrust

With a charitable remainder unitrust the income payout is a fixed percentage of the fair market value of the assets in the trust as determined each year. The payout percentage must be at least 5% and no more than 50%. The higher the annual payout percentage the lower the charitable deduction. Unitrusts can be established through a will. These are known as testamentary unitrusts.

Types of Charitable Remainder Unitrusts

Benefits of a charitable remainder unitrust