Charitable remainder trusts: What, where, who, why, when, and how?
If you’ve represented charitable families over the years, you’ve certainly heard the term “charitable remainder trust,” sometimes called a “CRT.” You might have even helped clients set them up. For most attorneys, CPAs, and financial advisors, CRTs don’t come along...
Giving later and now: Make an impact even before your legacy gift
According to the 2023 Giving USA Report released in June 2024, charitable bequests, totalling nearly $43 billion, are up 4.8% over the previous year, keeping pace with inflation. This extraordinary generosity signals the possibility of tremendous impact in our...
The Taylor Family Legacy: Education, Perseverance, and Paying it Forward
One scholarship can change the future for many When Roz Taylor received a Brouse Scholarship in the mid-1970s, it was a crucial stepping stone toward the completion of her education and the launch of a successful career. Decades later she would pay it forward by...
