Planned gifts to Lancaster General Health

Charitable Remainder Unitrust

Charitable Remainder Unitrust Diagram. Description of image is listed below.

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 the LG Health Foundation 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 the LG Health Foundation

Contact Us

Jennifer Groff 
Vice President 
717-544-7126 
foundation@lghealth.org 

The Lancaster General Health Foundation

2110 Harrisburg Pike, Suite 205 
Lancaster, PA 17601 
Federal Tax ID Number: 20-5767147

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