Charitable Planning
A charitable remainder trust can bring together your philanthropic intentions and your family’s financial planning. It can provide payments to you or loved ones, leave the remainder to charitable causes you value, and offer tax benefits when the applicable requirements are met.
The trust is irrevocable. Deductions are subject to limits, and payments to individual beneficiaries may be taxable.
At a glance
Tools and who they suit
Common tools
- Charitable remainder trusts (CRTs)
- Charitable gifts built into your trust
A good fit for
- Owners of highly appreciated property or stock
- Families with a giving tradition to pass on
You may also find helpful
- Article · Irrevocable & dynasty trustsIrrevocable life insurance trusts: careful design for the protection your policy provides
- Article · Family limited partnershipsFamily limited partnerships: a plan for the wealth your family shares
- Article · Spouse not a U.S. citizenEstate planning when one or both spouses are not U.S. citizens
Begin
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