Charitable & Legacy
Charitable Remainder Trusts
Income for you now, a gift to charity later.
A charitable remainder trust provides you income for a period, then passes the remainder to charity, with tax benefits along the way.
How it works
You transfer appreciated assets into the trust, which can sell them without immediate capital gains tax and pay you an income stream for life or a term of years. What remains eventually goes to your chosen charity, and you receive a partial charitable deduction.
Benefits & considerations
Potential benefits
- Income stream for you or your beneficiaries
- Defer capital gains on contributed assets
- Partial charitable deduction upfront
- Removes assets from your taxable estate
Considerations
- Irrevocable once established
- Requires legal and tax structuring
- Income and terms depend on trust design
Who it is for
Holders of highly appreciated assets who want income plus a charitable legacy.
Explore Charitable Remainder Trusts for your situation
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