Split-interest gifting has long been a staple of charitable tax planning for affluent individuals, where assets are “split” between individual beneficiaries (e.g., the donor themselves or their family members) and charitable beneficiaries. At its core, the appeal of such split-interest vehicles – particularly the ‘charitable remainder’ type – is the opportunity to claim a current … Continue reading Maximizing Split-Interest Charitable Deductions With New Pooled Income Funds Over CRTs