With a tax efficient Charitable Lead Annuity Trust (CLAT), you can write off 100% of the capital gains income you earned when you sold your assets.
We've helped tech workers, retail investors, and others with already-realized capital gains deduct as much as 100% of their income, reducing their tax to $0, with a CLAT.
Enter a few data points and see the potential additional gains from a CLAT. 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: You're entitled to a 100% deduction for any money you place in a CLAT, so you could owe as little as $0. 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 make small annual donations to the charity of your choice.
At the end of your trust's term (between 20 and 30 years, in most cases), whatever is left in the trust will go into your pocket.
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 only go up only if ours do. We're working for you.