Introduction to Charitable Remainder Trusts

A Charitable Remainder Trust (CRT) allows you to donate to charity while still receiving income for life.

Income for Life

You place assets in the trust and receive a fixed payment every year. After your death, the remaining money goes to the charity.

Major Tax Deduction

You receive an immediate tax deduction when you fund the trust, even though the charity gets the money later.

Avoid Capital Gains

CRTs are tax-exempt. You can donate highly appreciated stock, sell it inside the trust, and pay no capital gains tax.