Using a Charitable Remainder Trust for the Sale of an Appreciated Asset file folder.

January 3, 2022

Presented by Gerard Longo, AIFA®:  A charitable remainder trust (CRT) is an irrevocable trust that allow donors (called grantors) to give money or property to charities while also retaining an income stream. The grantor, or someone of Read More...
Last-Minute Charitable Giving Opportunities

December 21, 2020

Presented by Kris Maksimovich, AIF®, CRPC®: December is the year-end “giving season,” when many people consider using their wealth to help Read More...