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Charitable Remainder Unitrusts
(Gift illustration)

How it works

	You transfer cash, securities or other appreciated property into a trust.
	The trust pays a percentage of the value of its principal, which is re-valued annually, to you or to beneficiaries you name.
	When the trust terminates, the remainder passes to PENN Medicine.

Benefits

• You receive an immediate income tax deduction for a portion of your contribution to the unitrust.
• You pay no upfront capital gains tax on appreciated assets you donate.
• You or your designated beneficiaries receive payments 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 PENN Medicine later.

For more information

Email us, complete the personal illustration form, or call us at 215-898-9486 so that we can assist you through every step of the process.