How to Spot A Prime Charitable Remainder Trust Opportunity
When you have a client who could benefit from a CRT, Communities Foundation of Texas is ready to work with you!
A charitable remainder trust (“CRT”) is a “split interest” charitable planning tool that allows your client to transfer an asset (in this case, real estate) to an irrevocable trust, retain an income stream, and earmark what’s left (the “remainder”) to pass to a charity or charities of the client’s choice.