I began this blog in 2015, with the intent of providing resources and information to help investors match their values with their portfolios. We are committed to helping people find ways to have a positive impact on the causes they are passionate about through the use of Socially Responsible Investments. We hope this blog is a means for you to discover the sustainable and responsible options that are available to all investors.
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Individuals with highly appreciated investments, a need for income, and a desire to financially support a charity have likely been introduced to Charitable Remainder Trusts (CRT). The way the trust works is that the donor receives an income stream for life based on the amount contributed, and a charity receives the remaining balance of the trust when the donor passes away.