08/25/2026
Charitable Remainder Trusts
A Charitable Remainder Trust (CRT) can help some donors balance charitable giving with income planning.
With a CRT, assets are transferred to an irrevocable trust that provides payments to you or other beneficiaries for life or for a term of years. After that period, the remaining assets support a charitable organization.
A CRT may provide income, help manage taxes on appreciated assets, and create a significant charitable impact. Because CRTs are complex, professional legal and tax guidance is essential. Contact us to start a conversation with your advisors about whether this strategy may fit your goals.