Charitable Remainder Unitrust (CRUT)

Sell an appreciated position tax-free, receive lifetime income, and leave the remainder to charity

How It Works

1

You transfer an appreciated position — stock, private shares, or crypto — into an irrevocable trust and receive a partial charitable deduction

2

The trust sells the asset without triggering capital gains tax

3

You receive annual payments (typically 5-8% of trust value) for life or a term of years

4

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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