Which CRUT Shall It Be?

The charitable remainder unitrust (CRUT) comes in five flavors, each of which can be useful in certain donor situations. The donor’s goals should dictate which of the five will work best for them.

Big Moments in Planned Giving: Where Were You When...?

Depending on our ages, we pretty much all remember what we were doing when Pearl Harbor was attacked, President Kennedy was assassinated, or the World Trade Center was toppled.  Of course, important events aren’t always horrific ones, so fortunately moments of joy and elation – whether historical, personal, or professional – come to mind for us as well.