Charitable Remainder Unitrusts

How it works:

  1. You transfer cash, securities or other appreciated property into a trust.
  2. The trust pays a percentage of the assets market value, re-valued annually, to you or to beneficiaries you name.
  3. When the trust ends, the principal passes to Baptist Health Care Foundation.


  • 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.
  • You or your designated beneficiaries receive payments for life or a term of years.
  • You can make additional gifts to the trust as your circumstances allow and qualify for additional tax deductions.
  • You can make a significant gift that benefits you now and the Foundation later.

Consider a charitable remainder unitrust if you:

  • Want to make a major gift to the Foundation while retaining or increasing your cash flow from the assets you contribute.
  • Have appreciated assets – securities, a business or investment real estate – and want to avoid the capital-gains cost of a sale.
  • Want the income from your gift to be able to grow over time.
  • Want maximum flexibility in the operation of your gift.

Please contact us at  850.469.7906 prior to establishing a charitable remainder unitrust to ensure it follows our Gift Acceptance Policies.