Gifts to charitable remainder trusts can provide tax benefits for donors

Wondering how to maximize your charitable giving while securing an income stream? A charitable remainder trust (CRT) could be the solution. CRTs allow you to convert highly appreciated assets—like securities or real estate—into a steady income while avoiding immediate capital gains taxes. You’ll also receive a current income tax deduction based on the future gift to your favorite charity. Here’s how it works: assets contributed to a CRT are sold free of income taxes, letting the full proceeds be reinvested to generate even more value. Whether you’re planning for your own financial future or leaving a legacy for your heirs and chosen charities, read this article to learn how CRTs offer flexibility and significant tax advantages, and for other important disclosures.

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