Home: Visionary Society: Charitable Remainder Trusts

A Charitable Remainder Trust (CRT) is a tax-saving alternative for people who want to make a substantial gift to charity. A CRT is an irrevocable trust. This means that once the CRT is setup and a charitable gift is made, it cannot be undone. Gifts to a CRT can be made in cash, but more often consist of highly appreciated stock or real estate. In exchange for the charitable gift, the CRT pays income to the trust income beneficiary for a fixed period or for life. At the end of the trust, the remaining assets pass to one or more of the charities you have chosen.

It is important to contact your attorney or financial planning advisor when contemplating any type of planned gift.

For more information, call us at (206) 525-5556 or email us at giving@csbps.com.