Charitable Remainder Unitrusts<!wide>

Charitable Remainder Unitrusts

Charitable Remainder Unitrusts enable you to contribute to Graceland while providing an income for yourself and/or another beneficiary for life or a term of years. This individually-managed trust may be tailored to suit your objectives:

  • You may build a retirement account
  • Generate a higher income from assets you currently own
  • Provide for your spouse, family members or other beneficiaries



The unitrust pays you a variable income, based on a fixed percentage of the trust assets as revalued once each year. Typically, the fixed percentage is between 5% and 7%. One of the advantages of the unitrust is that your income may increase as the trust principal grows over time.

How you save taxes
How you establish a unitrust
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Graceland University - 
Lamoni Campus
| 1 University Place |
Lamoni, IA 50140 |
641.784.5000
Independence Campus
| 1401 W. Truman Road |
Independence, MO 64050-3434 |
816.833.0524
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800.833.0524
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