Tax Playbook · Giving, strategically
Charitable remainder trusts
Put investments that grew a lot into a special trust. The trust pays you income for the rest of your life, you get a tax deduction today, and whatever's left goes to charity when you die. Powerful but complicated — the IRS flagged some versions of these trusts in July 2026, so talk to an estate lawyer first.
Good for: People with big investment gains who also want to give to charity.
Learn the basics
Recent articles & guides
- IRS — charitable remainder trusts
- Fidelity Charitable — charitable remainder trusts
- Simon Law Group — CRT planning guide (2026)
On this site
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Educational summary, not tax advice. Limits and rules change — confirm current law with your tax adviser.