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Sterling helps establish and manage private foundations so that philanthropists can focus on what matters most: their philanthropy. In addition to providing back office support, Sterling serves as a trusted partner to philanthropists to help their ideals flourish and make a lasting impact.

While a charitable remainder trust (CRT) might be the perfect vehicle upon inception, many clients fall out of alignment with their CRTs over time. As the nation's leading facilitator of CRT rollovers and sales of CRT income interests, Sterling has reviewed thousands of CRTs for clients and their advisors since 2003.