You may be looking for a way to support creativity and the arts in Dayton. If so, consider a bequest – a gift made through your will or trust – which is among the most popular ways to give back. More »
A beneficiary designation gift is a simple and affordable way to make a gift to support Victoria Theatre Association. You can designate our organization as a beneficiary of a retirement, investment or bank account, or your life insurance policy. More »
There are many combination gift options that can make your giving go farther than a simple gift of cash or property. More »
to ensure the performing arts and the venues that house them continue to thrive in the Miami Valley for generations to come.
You may be concerned about the high cost of capital gains tax with the sale of an appreciated asset. Perhaps you recently sold property and are looking for a way to save on taxes this year and plan for retirement. A charitable remainder unitrust might offer the solutions you need!
If you have any questions about a charitable remainder unitrust, please contact us. We would be happy to assist you and answer any questions you might have.
Charitable Remainder Unitrust For Income. A charitable remainder unitrust pays you income that reflects the value of the trust's assets. Your income has the potential to increase over time as the trust grows in value.
How To Select The Right Unitrust Payout. There are several unitrust payout options to meet your needs. The best payout option may depend on the nature of the asset used to fund the trust. We would be happy to work with you and your tax advisor to determine which payout option is best for you.