When the Stars Align: Optimal Conditions for Charitable Remainder Trusts

Family Office
Personal Philanthropy
Tax and Estate

Should I favor my personal balance sheet…or my long-term charitable goals? Fortunately for philanthropists, with a charitable remainder trust, you needn’t choose.

Read the Research Piece

Author

Shea McCabe, CFP®: Associate Director—Wealth Strategies

Key Takeaways

Charitable Remainder Trusts (CRTs) provide a tax-efficient way to diversify low-basis assets while generating income for donors with charitable intent.

But the intricacy of these trusts—paired with a lack of clarity around their long-term impact on personal and charitable wealth—often dissuades donors from using them.

We demystify CRTs and analyze the six key factors potential donors should consider before funding this type of trust.

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When the Stars Align: Optimal Conditions for Charitable Remainder Trusts

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When the Stars Align: Optimal Conditions for Charitable Remainder Trusts

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