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Charitable gift annuities (CGAs) and charitable remainder trusts (CRTs) can help clients create income streams while supporting charitable causes. While both strategies offer tax and philanthropic benefits, they differ significantly in complexity, flexibility, and ideal use cases. Explore six frequently asked questions to help guide client conversations and determine which option may fit their goals.

Learn how charitable remainder trusts (CRTs) work and when they may be the right fit for your clients with appreciated assets or complex estate planning goals.