CHARITABLETRUSTSLOGIN
CAPITAL GAINS & ESTATE TAX EDUCATION

Selling a major asset? Don't lose 20–30% to capital gains before you have to.

A Charitable Remainder Trust may help convert appreciated assets into a potential income stream, a meaningful charitable gift, and potential tax advantages, depending on your circumstances.

20–30%

Potential combined tax on a large capital gain

Varies by income, state & asset. Illustrative only.

Decades

Charitable trusts are long-established tools in the U.S. tax code

Not new, and not only for the ultra-wealthy.

2 paths

Income-first or legacy-first, depending on your goals

A specialist can help identify which, if any, fits.

TWO APPROACHES

One idea, two very
different structures

TWO APPROACHES

Charitable Remainder Trust (CRT)

"Keep income, give the rest"

  • You contribute an appreciated asset into the trust.
  • The trust, as a charitable entity, can generally sell it without an immediate capital-gains tax inside the trust.
  • You may receive an income stream for a term of years or for life.
  • Whatever remains passes to the charity you choose.
LEGACY-FIRST

Charitable Lead Trust (CLT)

"Give now, get later"

  • The trust pays income to a charity for a set number of years.
  • When that term ends, the remaining assets pass to your heirs.
  • Because of how the gift may be valued for tax purposes, assets may pass with reduced gift or estate tax, depending on individual circumstances and applicable law.
  • Your family may benefit from growth inside the trust during the term.
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  • You contribute an appreciated asset into the trust.
  • The trust, as a charitable entity, can generally sell it without an immediate capital-gains tax inside the trust.
  • You may receive an income stream for a term of years or for life.
  • Whatever remains passes to the charity you choose.