Maximize Tax Efficiency While Supporting Charity: Understanding CRTs

ARTICLE | September 02, 2025

Charitable Remainder Trusts (CRTs) can be an effective strategy for anyone looking to support the causes they care about while also maximizing tax efficiency. These trusts offer a blend of philanthropic impact and financial benefits, making them an attractive option for individuals holding highly appreciated assets or those looking to create a legacy through charitable giving. They can be particularly beneficial for donors who want to reduce capital gains when selling assets like stock or real estate, while retaining a steady income stream for themselves or loved ones. 

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