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Charitable Remainder Unitrust

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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 CBMM 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 CBMM

More Information

Contact Us

Liz LaCorte
Director of Development
410-745-4956
llacorte@cbmm.org

 

Chesapeake Bay Maritime Museum
213 North Talbot Street
St. Michaels, Maryland 21663

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