Can a CRT own equity in cooperative businesses?
Community Reinvestment Trusts (CRTs) are increasingly utilized as vehicles for community-led investment, aiming to address systemic inequities and build wealth …
San Diego County
Can a CRT involve donor advisory services post-establishment?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools, and while initially structured with specific charitable beneficiaries and payout rates, …
Can a CRT include social media or branding requirements for the charity?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools allowing individuals to donate assets to a charity and receive an …
Can a CRT include a requirement to fund only direct-service nonprofits?
Charitable Remainder Trusts (CRTs) are powerful estate planning tools that allow individuals to donate assets to charity while receiving an …
Can a CRT help reduce state income taxes?
The question of whether a Charitable Remainder Trust (CRT) can help reduce state income taxes is a common one for …
Can a CRT fund be managed as a socially responsible investment portfolio?
Charitable Remainder Trusts (CRTs) are sophisticated estate planning tools allowing individuals to donate assets to charity while retaining an income …
Can a CRT cover expenses related to dissolving a private foundation?
The question of whether a Charitable Remainder Trust (CRT) can cover expenses related to dissolving a private foundation is complex, …