Posts by tag: charitable trust

Can a Charitable Trust Invest Money? Exploring the Possibilities

• Amara Winslow
• 22 Feb 2025

Charitable trusts often raise questions about how they can manage and grow their funds through investments. This article explores the possibilities and rules surrounding the investment activities of charitable trusts. It considers practical strategies for trusts to optimize their returns while adhering to legal requirements. Learn how charitable trusts can make savvy investment decisions to support their missions effectively.

Understanding the 5% Rule for Charitable Remainder Trusts

• Amara Winslow
• 7 Feb 2025

Charitable Remainder Trusts (CRTs) are financial tools designed to offer tax benefits while contributing to charity. A key concept in CRTs is the 5% rule, which ensures beneficiaries receive a minimum payout annually. Understanding this rule helps donors and beneficiaries maximize their trust agreement benefits. This article explores the 5% rule's intricacies, its impact on trust earnings, and tips for effective planning.