Unlocking New Value From Your Existing CRT
You and your advisors set up your Charitable Remainder Trust (CRT) because it made good economic sense at the time.
Today, your best move may be to sell your income interest.
Sterling Foundation Management is the nation's leading facilitator of sales of income interests in CRTs. We've been active in the market since 2003 and have reviewed thousands of CRTs for clients and their advisors. Based on our experience, we can very often arrange a sale which is worth more to the seller – after all taxes and fees – than keeping the CRT.
Do You Know How Much Your CRT Interest is Worth?
Whether or not an income interest can be sold depends on the terms of the trust, but experience shows that most interests are salable. At no cost or obligation to you, we’ll confidentially review your CRT to determine if your income interest is salable and, if so, at what price.
To figure out if you would benefit from a sale, please complete our Evaluation Request Form or have your advisor contact us.