Sentence examples for put appreciated from inspiring English sources

But when you put appreciated assets into a charitable remainder trust, the trust can sell them without paying gains taxes.

The pitch was this: A donor can put appreciated stock into the CRUT and take back for himself (or someone else) an annual payout equal to a percentage (say, 7%) of the value of the trust each year.

To do that, you put appreciating assets into a short-term irrevocable trust (two years is typical) and retain the right to receive an annual income stream for the term of the trust.

With a GRAT, you put appreciating assets into an irrevocable trust and retain the right to receive an annual income stream back (an annuity) for the term of the trust.

Putting appreciated securities in a trust would seem to be a good idea, but that could lock up liquid assets that might be needed.

A long-time favorite has been the grantor retained annuity trust or GRAT, which involves putting appreciating assets into a short-term irrevocable trust (two years is typical) and retaining the right to receive an annual income stream for the term of the trust.

When you put an appreciated asset in a charitable remainder trust, you get a partial up-front tax deduction.

The idea is that a middle-aged donor can put an appreciated asset in the trust, avoid capital gains, and invest the full amount for growth in early years.

In a chutzpah trust, a donor puts highly appreciated stock in a CRUT set up to pay out 25% to 50% of the trust's balance for two to four years.

THERE'S GOOD NEWS FOR TAXPAYers who are thinking of putting highly appreciated assets in a charitable remainder unitrust.

In this one, the taxpayer puts hugely appreciated assets in a partnership and donates most of the units to charity.