VP, CRT Secondary Planning
David Murray joined Sterling Foundation Management in 2008 and has been active in the charitable planning industry since 2001. He currently manages all aspects of Sterling’s secondary planning services for charitable remainder trusts (CRTs). He has a deep understanding of the important and unique role CRTs play in estate and wealth planning.
Mr. Murray works extensively with trust and estate attorneys, CPAs, and financial advisors on the tax, legal and financial implications of creating and managing CRTs. He is also a leading expert on the secondary planning options available to clients with existing CRTs. He frequently speaks at industry conferences and writes for industry publications.
CRT income beneficiaries also rely heavily on Mr. Murray’s expertise as he works directly with them through every stage of the CRT Secondary Planning process. He helps them determine their CRT planning goals, coordinates the advice of their attorneys, accountants, and financial advisors, prepares in-depth analyses of their options, and works closely with them through the final closing process.
Mr. Murray is a sought-after speaker for professional and lay audiences on philanthropy and charitable planning. He speaks frequently about various charitable planning vehicles to a wide range of audiences, including trust and estate attorneys, CPAs, financial advisors, income beneficiaries, among others.
Mr. Murray was the author of Tips for Every Stage of a CRT, a report drawing on Sterling’s experience conducting more than 5,000 CRT reviews.
Mr. Murray received an undergraduate degree in Civil Engineering and an M.B.A from Queen’s University in Kingston, Ontario, and a master’s degree in Civil Engineering from the University of Alberta. He is a registered Professional Engineer (non-practicing).
Direct: (703) 997-4717