The Power Of Charitable Remainder Trusts: Do Well By Doing Good

Roland Gagne |
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A growing number of individuals and families want to use some of their wealth to support the causes and organizations they care about most. From helping those less fortunate to facilitating scientific breakthroughs, from providing safe habitats for wildlife to sharing the arts, philanthropy is a core value for many.


Of course, it’s important to engage in smart philanthropy by using certain tools and strategies that can help you have a much bigger charitable impact than you otherwise could—while simultaneously enhancing your own financial flexibility.

In short, philanthropic planning can help you—as the old saying goes—“do well by doing good.”


With that in mind, here’s a closer look at one philanthropic tool that many charitably minded people and families use: charitable remainder trusts. CRTs can be extremely useful and powerful wealth planning tools that allow you to have a major impact on a charity you value while also providing benefits like lower taxes and a regular income stream.

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ACKNOWLEDGEMENT: This article was published by the VFO Inner Circle, a global financial concierge group working with affluent individuals and families and is distributed with its permission. Copyright 2018 by AES Nation, LLC.
This report is intended to be used for educational purposes only and does not constitute a solicitation to purchase any security or advisory services. Past performance is no guarantee of future results. An investment in any security involves significant risks and any investment may lose value. Refer to all risk disclosures related to each security product carefully before investing. Securities offered through Pension Professionals. Roland Gagne is a registered representative of Pension Professionals]. Roland Gagne and Pension Professionals are not affiliated with AES Nation, LLC.
 

 

 

Roland Gagne
Pension Professionals
180 Pool Street, Biddeford, ME 04005
Office: (207) 282-1122
www.valueofadvice.com