With a tax efficient Charitable Remainder Trust (CRUT) you can double (or more) what you take home from your asset sale over time. A CRUT is a tax exempt account that protects your sale from capital gains taxes.
Enter a few data points and see the potential additional gains from a CRUT. The tool is customizable, too, so you can tell us more about your family and liquidity needs to get an even more accurate picture.Calculate the gains
The process is simple, and the benefits are huge. We'll be by your side from beginning to end.
Use our knowledge library and planning tools to evaluate the available strategies and choose the one that's right for you. And if you need guidance, we're just a Zoom call away.
Answer a few questions — in 10 or 15 minutes — and we'll draft your fully compliant, lawyer-vetted documents and help you transfer your assets.
Here's the fun part: Your trust is 100% tax exempt. So when you sell your appreciated assets inside the trust, you'll owe zero taxes. Yes, you heard that right!
You can invest out of your trust just as you would have from your personal accounts — in public equities, startups, crypto, real estate, and more.
Once your trust is up and running, you'll be entitled to annual distributions of between 5 and 15% — though you can defer those withdrawals if you want.
At the end of your trust's term (between 20 years and your lifetime, in most cases), whatever is left in the trust after your withdrawals will go to the charity of your choice.
Because we've automated the process of forming a tax-advantaged trust, we can set up your account for free, and we only start charging if you decide to move your assets in.
Once you move assets into your trust, we charge a reasonable, fixed fee to cover the costs of administration, like annual filings, accounting, and asset custody.
Our interests are aligned: You'll also pay us a small portion of the value of your trust assets every year, so our earnings go up only if ours do. We're working for you.