Blog | Dunham

CRT 11/4/2025

CRT–DAF Charitable Planning: Beat the OBBBA Deduction Cuts

2025 is the last full year to maximize charitable deductions before new OBBBA rules take effect. Learn how a CRT–DAF strategy can help clients elim...

CRT 12/29/2022

Charitable Giving Strategies: Comparing Charitable Remainder Trusts, Donor-Advised Funds & Private Family Foundations

Explore key differences between a Charitable Remainder Trust, Donor Advised Fund, and Private Family Foundation. Learn how each can support your le...

Trust 1/18/2022

Charitable Remainder Trust (CRT): How It Works, Tax Benefits & Examples

A Charitable Remainder Trust (CRT) allows you to convert appreciated assets into lifetime income while reducing capital gains taxes. It provides an...