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Biography

Sterling Foundation Management is the oldest national Foundation management firm in the country and is the nation's leading facilitator of sales of income interests in Charitable Remainder Trusts (CRTs). Sterling works with a broad range of clients and high net worth individuals in developing solutions to help them achieve their philanthropic, family, and financial goals through the effective use of private foundations and other charitable planning vehicles and financial services.

Sterling is a leading provider of charitable planning solutions to financial, legal and tax advisors. The company was created specifically to work with advisors, as it neither manages nor holds assets, nor does it provide tax, legal or investment advice.

Commentary

Underperforming NIMCRUT

Thursday, November 12, 2015

Donors are able to successfully conclude a NIMCRUT while providing valuable liquidity, retaining up-front tax benefits, maximizing dollars to donors, and garnering long term capital gain tax treatment on what would have been ordinary income.

Divorce and Getting Rid of an Unwanted CRT

Thursday, November 5, 2015

Divorced clients successfully decouple from a CRT and maximize the value of their respective income interests.