Charitable Remainder Unitrusts

CLICK HERE FOR A DETAILED EXPLANATION

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 KenCrest Centers.

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 KenCrest Centers later.

More

• Is this gift for you? Click here.
• Read more detail. Click here.

To learn more about charitable remainder unitrusts, Email us, complete the Information Request Form, or call us at (610) 825-9360 x210 so that we can assist you.

KenCrest Centers
502 West Germantown Pike
Suite 200
Plymouth Meeting, PA 19462
(610) 825-9360 x210