How a charitable remainder trust works.

Charitable Remainder Unitrust

Transfer stocks, bonds, lump-sum cash, or mutual funds into a trust. You receive income for life or a fixed term. 

The trust makes payments to you or your beneficiaries. You receive an income tax deduction.

When the trust is terminated, the remaining amount comes to HBPC. No capital gain tax on the assets that you donate.

< Back to Endowment Fund Home