Charitable Remainder Unitrust

Charitable Remainder Unitrust Diagram. Description of image is listed below.

How It Works

Create trust agreement stating terms of the trust; transfer cash or other property to trustee
Trustee invests and manages trust assets and makes payments to income beneficiaries you designate
Remainder to Wentworth-Douglass Foundation for purposes you specify

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 Wentworth-Douglass

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Maryellen Burke
Chief Development Officer
603-609-6207
Mburke33@mgb.org

Wentworth-Douglass Foundation
789 Central Avenue
Dover, NH 03820

Federal Tax ID Number:
51-0491062

For more information about gift planning, contact Maryellen Burke, Chief Development Officer, at 603-609-6207 or Mburke33@mgb.org.

Wentworth-Douglass Hospital & Health Foundation is a 501(c)(3) charitable organization. Gifts are tax deductible to the full extent of the law.

EIN: 51-0491062