Charitable Giving With Evan Unzelman

Charitable giving can be one of the most rewarding things you do in your life. Evan Unzelman President of Sterling Foundations Management discusses the history of and the current state of using Charitable Remainder Trusts (CRT) and other charitable techniques for income tax planning and estate tax planning.

Evan Unzelman is a recognized expert and sought-after speaker in the field of charitable planning, and CRTs in particular. He speaks widely to a variety of audiences including attorneys, accountants, and financial advisors, primarily on CRT secondary planning, tax implications of CRTs, and the role CRTs play in the estate and wealth planning of affluent clients. His articles have appeared in publications such as Estate Planning, NAEPC’s Journal of Tax & Estate Planning, Atlanta Bar Association’s The Mortmain, Wealth Strategies Journal and Atlantic Trust’s Trusted Advisor. He was also the lead editor of Managing Foundations and Charitable Trusts (Bloomberg Press), which is largely regarded as the definitive guide to managing charitable entities.

Sterling Foundation Management is the oldest national foundation management firm in the United States and a leading provider of charitable advisory services to some of the country’s largest and most active philanthropists and their advisors. Sterling is also the preeminent provider of secondary planning services for clients with Charitable Remainder Trusts (CRTs). The firm pioneered the market for the sale of CRT income interests and developed the CRT rollover technique.


To learn more about Charitable Giving and Charitable Remainder Trusts listen to the show (below)and visit the Sterling Foundations Management website