The Children's Aid Society

Flip Unitrust

Click Here for Detailed Explanation

How It Works

	You transfer cash, securities, real estate or other appreciated property to a trust.
	The trust pays you or other beneficiaries you name the net income only until a specified time when it “flips” and begins to pay a percentage of the assets re-valued annually.
	The principal passes to The Children's Aid Society when the trust ends.

Benefits

• You can structure the trust to “flip” when you retire or when an illiquid asset, such as real estate or closely-held stock, is sold by the trust. This gives you control over when the income stream begins.
• You receive an immediate income tax deduction for a portion of your contribution to the trust.
• You pay no capital gains tax on appreciated assets you donate to the trust.
• You can have the satisfaction of making a significant gift now that benefits both you and Children's Aid later.

More

• Read more detail. Click here.

For more information

If you are considering a deferred gift annuity, email us, complete the personal illustration form, or call us at 212-949-4937 so that we can assist you through every step of the process.

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