Charitable Remainder Unitrust (CRUT)
Sell an appreciated position tax-free, receive lifetime income, and leave the remainder to charity
How It Works
You transfer an appreciated position — stock, private shares, or crypto — into an irrevocable trust and receive a partial charitable deduction
The trust sells the asset without triggering capital gains tax
You receive annual payments (typically 5-8% of trust value) for life or a term of years
At the end of the trust term, the remaining assets go to your chosen charities
Key Benefits
Eliminate Capital Gains
Sell highly appreciated assets without paying capital gains tax
Lifetime Income
Receive predictable annual payments tied to trust value
Charitable Legacy
Support causes you care about while enjoying tax benefits today
Who This Is For
Holders of $1M+ in highly appreciated assets who want income diversification and plan to make significant charitable contributions. Perfect for those approaching retirement or seeking liquidity.
By The Numbers
100%
Capital Gains Avoided
$1M
Minimum Position
5-8%
Annual Payout Rate
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