When economic conditions shift, so do the tools individuals use for long-term financial planning and decision-making. In the current economic climate, factors like rising inflation and increased cost-of-living expenses are driving new conversations with donors seeking charitable solutions. One strategy gaining traction in recent months involves the testamentary charitable remainder unitrust (CRUT). Testamentary CRUTs are […]

As the possibility of a recession looms, there has been a lot of uncertainty in virtually every sector of the current economic landscape, including that of philanthropy. Recent market volatility poses concern for many individuals in terms of their giving to the institutions and charitable organizations they love.   While nonprofit leaders consider creative strategies to […]

I flip over Flip CRUTs! I love “flip” charitable remainder unitrusts (flip CRUTs). This special type of gift planning vehicle is flexible and allows some donors to achieve their financial and philanthropic goals in a way that standard unitrusts or gift annuities cannot. A flip CRUT is a type of charitable remainder unitrust permitted by […]

Charitable trusts can be a great way to support the causes you’re most passionate about while achieving your own financial goals. This is the second article in a three-part series addressing types of charitable trusts, including charitable remainder unitrusts, non-grantor charitable lead trusts, and flip charitable remainder unitrusts. There are many ways to support charity […]

Charitable trusts can be a great way to support the causes you’re most passionate about while achieving your own financial goals. In this blog series, we will address three types of charitable trusts, including charitable remainder unitrusts, non-grantor charitable lead trusts and flip charitable remainder unitrusts. FAQ: Charitable Remainder Unitrusts What is a charitable remainder […]

He studied medicine before there was a polio vaccine. She researched mother-to-child HIV transmission in the 1990s. He advocated for child-proof medication caps at a time when they were rare. She looks to iPad technology to improve medical education. Pediatricians Glenn A. Kiser, M.D., and Kathleen A. McGann, M.D., worked decades apart, but they share […]