Forbes

Charitable Remainder Annuity Trust Opportunities Under Rising Interest Rates

For various reasons, the charitable remainder annuity trust has long been underutilized as a gift planning vehicle. At any given moment there may be somewhat over a hundred thousand split interest ...

For more flexible giving, consider combining a charitable remainder trust with a donor-advised fund

If a charitable remainder trust puts too many constraints on your family's charitable giving, consider combining it with a ...
Nasdaq

Retirement and Philanthropy: Charitable Remainder Trusts (CRTs)

Gone are the days when retirement meant just relaxing on a beach or spending endless hours on a golf course. Nowadays, many retirees are looking to contribute positively and find meaning by supporting ...
Accounting Today

The tax advantages of charitable remainder trusts — and the risks

For clients with highly appreciated assets aiming to transfer part of their holdings to an heir in a tax-efficient way while giving to a nonprofit, charitable remainder trusts could be a fit.
Bow Doin Polar Bears

Charitable Remainder Trusts

Charitable Remainder Trusts (CRTs) are irrevocable trusts with two separate interests: an income interest that provides the donor and/or one or more beneficiaries designated by the donor with fixed or ...
Forbes

Charitable Remainder Trusts Plus ILITs: A Wealth Strategy For Highly Appreciated Asset Sales

Investors, business owners and real estate holders today face a critical dilemma when exiting highly appreciated assets: how to manage capital gains tax, retain income and preserve generational wealth ...
Investopedia

What Is a CRAT (Charitable Remainder Annuity Trust)?

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. David Kindness is a Certified Public Accountant (CPA) and an expert in the fields of ...
Hawaii Business

Charitable Remainder Trusts Offer Some Surprising Benefits

Understanding the options that are available can be challenging, but Aloha United Way offers guidance in Planned Giving. One of the top recommendations is to set up a Charitable Remainder Trust, or ...
Business Insider

How the rich have their cake and eat it too by using trusts to give to charity, collect cash, and save on taxes at the same time

Savvy taxpayers use donations to charity to save on taxes. But uber-rich Americans can take it to another level and parlay their philanthropy into guaranteed income. With a charitable remainder trust ...
Investopedia

Understanding Charitable Remainder Annuity Trusts (CRATs)

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. David Kindness is a Certified Public Accountant (CPA) and an expert in the fields of ...
esa.org

Charitable Remainder Trusts

There are two different types of charitable remainder trusts. Susan and Fred know what hard work is all about. And they have the rewards as a result. Susan: “I was one of the lucky ones. It was a very ...