Charitable Remainder Unitrust
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 the LG Health 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 the LG Health Foundation
Request an eBrochure
Request Calculation
Contact Us
Jennifer Groff
Vice President
717-544-7126
foundation@lghealth.org
The Lancaster General Health Foundation
2110 Harrisburg Pike, Suite 205
Lancaster, PA 17601
Federal Tax ID Number: 20-5767147
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