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Estate

What is a charitable remainder trust?

Quick Answer

A charitable remainder trust (CRT) pays income to you or named beneficiaries for life or up to 20 years, then donates the remainder to charity. Provides an immediate income tax deduction, defers capital gains on appreciated assets, and reduces estate tax.

How a charitable remainder trust splits between income and charity.
Warren Team
Updated April 26, 2026
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The information provided is for educational purposes only and should not be considered as personalized financial advice. Warren is a registered investment advisor. Past performance does not guarantee future results. Please consult with a qualified financial advisor before making investment decisions.

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