Kitces: CRT vs split interest pooled income funds

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Topic Author
is50xenough
Posts: 228
Joined: Sat Jul 28, 2018 1:37 pm

Kitces: CRT vs split interest pooled income funds

Post by is50xenough »

Have high regard for Kitces so wonder what folks think of Split-interest using new pooled income funds over CRTs? Seems like could be good opportunity although in reading this seems like end up giving a larger amount of money of the starting "deposit" to the charity than what I thought CRTs (CRUT or CRAT?) gave.

Love to hear some discussion.

This article seems public since allowed to email to friends---you are all my friends right.....?

Maximizing Split-Interest Charitable Deductions With New Pooled Income Funds Over CRTs
https://www.kitces.com/blog/charitable- ... n=ShareBar
Topic Author
is50xenough
Posts: 228
Joined: Sat Jul 28, 2018 1:37 pm

Re: Kitces: CRT vs split interest pooled income funds

Post by is50xenough »

I should note that I read wiki and searched forum but don’t see much on split interest pooled income and for sure no comparisons.
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