Keep more of your gains when Bird goes public.

Valur's tax planning tools are tailor made for employees of companies heading toward a SPAC. We're already working with Bird employees to capture additional returns of 40% or more.

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Startup IPO case study ➞

Bird Employees Can Earn Additional Returns of 40% Or More With Valur

A Bird employee with 50,000 shares of stock who sells for $50 per share could earn an extra $4,092,000 over her lifetime with a Valur charitable trust, an additional return of 43%.

Check out the calculator below to see your own potential savings.

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Charitable Remainder Trusts: A More Flexible IRA

For most Bird employees -- and most people with highly appreciated equity -- a Charitable Remainder Trust is a great fit. It's like a more user friendly IRA.
TRIED-AND-TRUE STRATEGY
Longstanding legal structure codified in the federal Internal Revenue Code and vetted by generations of lawyers and accountants
THE MAGIC OF COMPOUNDING
Like an IRA, a CRT lets your money grow tax free. Those tax savings compound over time, resulting in 40% greater gains on average
FLEXIBLE WITHDRAWALS
Unlike an IRA, there's no cap on contributions to a CRT, and you have more control over when you pull your money out

How Do Charitable Remainder Trusts Work?

Charitable Remainder Trusts are a common tax-deferred account – like an IRA on steroids. You put your highly appreciated assets into a CRT, and you pay no taxes – state or federal – when you sell, so your money can compound tax free for 20 years or more.

Valur Is Built for Companies Like Bird

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BEST FOR HIGHLY APPRECIATED ASSETS
The tool that's the best fit for most startup equity -- the Charitable Remainder Trust -- is a time-tested tool for maximizing returns and minimizing your taxes on assets that have appreciated significantly, like Bird equity.
MAXIMIZE GAINS BY PLANNING PRE-SPAC
The tool that's the best fit for most Bird employees -- the Charitable Remainder Trust -- works best if you start the process before the company's public offering.
SEAMLESS PROCESS OPTIMIZED FOR SPEED
We're working with Bird employees to plan for their big exit right now. That puts us in a position to accelerate the process for others. If you get started today, we'll be able to finalize your tax plan with plenty of time to spare.

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 🎉We're already helping Bird employees minimize the state and federal taxes they'll owe when they sell their shares. We know time is crucial, so enter your e-mail address here and we'll get in touch today. 🎉
 

Or, if you want to speed things up, you can register now. Don't worry: We'll have plenty of time to talk through your options. This just helps us put the wheels in motion.

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