10/28/2026
If you’re thinking about making a large gift to charity before year end, options besides an outright gift of cash are worth considering. One alternative is a charitable remainder trust (CRT). Funding one this year will provide a 2026 income tax deduction and other tax and nontax benefits. It may be particularly beneficial if you’d like to tax efficiently divest a concentrated stock position and create an income stream for yourself. But the trust is irrevocable and comes with complex tax rules. We can estimate your potential tax deduction and assess the overall income tax impact before you decide whether to set up a CRT and make a year-end contribution.