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Charitable Remainder Trust

Turn Generosity Into Long-Term Strategy

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Purpose Meets Planning

Give with intention—gain lifetime income and tax benefits.

A Charitable Remainder Trust (CRT) allows you to support meaningful causes while unlocking strategic financial advantages. At Herbert Financial, we help clients use CRTs to turn appreciated assets into income-generating tools. You receive an immediate tax deduction and continue to benefit from income throughout your life or a chosen term. When structured correctly, CRTs help reduce capital gains exposure and estate taxes.

For business owners and high-net-worth individuals, this creates a win-win approach to wealth management and legacy building. Partner with us to design a charitable trust that gives back—without giving it all away.

What is a Charitable Remainder Trust?

A Charitable Remainder Trust is a type of irrevocable trust that allows individuals to convert appreciated assets into a lifetime income stream while ultimately benefiting a charitable organization. Once assets are transferred into the trust, the donor or named beneficiaries receive annual income for a term of years or life. After the trust term ends, the remaining assets are distributed to one or more qualified charities. This tool is particularly effective for minimizing capital gains taxes, generating charitable deductions, and reducing the size of a taxable estate—all while allowing the donor to maintain financial control and philanthropic impact.

Planned Giving

Strategic charitable contributions with financial benefits.

Capital Gains Tax

Tax on profit from sold appreciated assets.

Irrevocable Trust

Cannot be altered once established.

Charitable Deduction

Tax benefit for qualified donations.

Service Benefits

Selling appreciated assets without a strategy can result in significant capital gains taxes and a diminished estate. That tax burden often discourages giving—or makes it far less efficient. Herbert Financial creates customized charitable remainder trusts that allow you to give confidently, receive lifetime income, and retain more of your wealth along the way.
  • Reduce capital gains tax liability
  • Generate steady retirement income
  • Support causes you care about
  • Minimize estate tax impact
Let’s build a legacy that gives back and pays forward.

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+1 (818) 213-1388

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