12 Days of Christmas Giving Tips – Days 5-8
Looking for ideas to maximize your end of year giving? Follow along with us as we cover 12 tips for giving this Christmas season. Missed the tips from days 1-4? Check them out here! Day 5: Donate your RMD Have you considered donating your Required Minimum Distribution...
12 Days of Christmas Giving Tips – Days 1-4
Looking for ideas to maximize your end of year giving? Follow along with us as we cover 12 tips for giving this Christmas season. Day 1: Donate Appreciated Assets Donating appreciated assets to charity is an excellent way to support the causes you care about. A...
How do Charitable Remainder Trusts Work?
Written by Succession Advisors A charitable remainder trust (“CRT”) is an example of a “split interest” trust. It has two sets of beneficiaries: (a) the “income” beneficiary that is not a charity; and (b) the “remainder” beneficiary that is a charity. The CRT states...