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Question

What is a charitable remainder trust, and how does it benefit my estate?

Answer

A charitable remainder trust (CRT) pays you or a beneficiary income for life or a set period, with the rest going to charity. It can provide an income stream, an immediate tax deduction, and a way to diversify concentrated assets. For women coordinating tax and estate planning, a CRT bridges income needs and charitable intent in a single structure.

Related FAQs

What is the difference between a donor-advised fund and a family foundation?

Can I align my investment portfolio with my charitable values?

Should I involve my family in charitable giving and legacy decisions?
Women & Wealth Estate Planning Charitable Giving Trusts Protecting Your Legacy Generational Wealth Values-Based Investing FAQs
Last Updated Sept. 11, 2026
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