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Charitable Remainder Unitrust

Charitable Remainder Unitrust Diagram

How It Works

  1. Create trust agreement stating terms of the trust; transfer cash or other property to trustee
  2. Trustee invests and manages trust assets and makes payments to income beneficiaries you designate
  3. Remainder to the Kappa Delta Foundation for purposes you specify

Benefits

  • Payments to one or more beneficiaries, varying annually with the value of the trust
  • Federal income-tax deduction for the charitable remainder value of your interest
  • No capital-gain tax when trust is established; property is sold by the trust
  • Trust remainder will provide generous support for Kappa Delta

More Information

Contact Us

Sara Cullins
Director of Development
Phone: 901-748-1897
Email: kdfoundation@kappadelta.org

 

Kappa Delta Foundation
3205 Players Lane
Memphis, TN 38125

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