Charitable Remainder Unitrust

Charitable Remainder Unitrust Diagram

How It Works

  1. Create trust agreement stating terms of the trust; transfer cash or other property to trustee
  2. Trustee invests and manages trust assets and makes payments to income beneficiaries you designate
  3. Remainder to Paper Mill Playhouse 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 Paper Mill Playhouse

More Information

Contact Us

Adrienne Feiger
Director of Major Gifts
973.315.1665
AFeiger@PaperMill.org

 

Paper Mill Playhouse
22 Brookside Drive
Millburn, NJ 07041

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