Day: September 3, 2025

An image of giving money that will grow similar to a Charitable Remainder Trusts.
Planned Giving Marketing
Joshua Keleske

Charitable Remainder Trusts

Charitable Remainder Trusts (CRTs) offer a tax-efficient method to support charities while preserving income. Donors transfer appreciated assets into a Charitable Remainder Annuity Trust (CRAT) or Unitrust (CRUT), gaining immediate income tax deductions and avoiding capital gains taxes. These trusts provide fixed or variable payments during retirement, allowing donors to maintain their lifestyle. They also enable wealth transfer with reduced gift or estate taxes, making CRTs an attractive option for long-term charitable and financial planning.

Read More »