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Sale and Unitrust

Are your appreciated assets such as stocks, bonds or real estate producing little or no income? If you sell them, you may pay a large capital gains tax. A sale and charitable remainder unitrust may be the solution.

How a Sale and Unitrust Works

  1. You give a portion of your asset.
  2. The asset is sold, you receive cash and the rest goes to fund your charitable trust.
  3. The trust provides you with income for the rest of your life.
  4. You may receive a charitable deduction to offset your tax on the sale.


  • You get the cash you need to purchase another residence, travel or meet your daily needs.
  • The unitrust provides you with income for the rest of your life and future retirement.
  • The unitrust deduction gives you valuable tax savings that may reduce your tax bill this year.
  • When you pass away, the remaining value in the unitrust will help PSU advance its mission of serving students.

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Sarah Schwarz