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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

Divorce and Getting Rid of an Unwanted CRT

Thursday, November 5, 2020
Historical

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

Underperforming NIMCRUT

Thursday, August 13, 2020

Donors are able to terminate 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.