Don’t lose a third of your gain to the IRS
A Charitable Remainder Trust (CRUT) defers capital gains taxes on your appreciated assets, so you can reinvest the full proceeds to build wealth and collect income for life. We’ll show you the after-tax difference in a free tax strategy session.
- 100%
- of taxes deferred
- 50-200%
- more after-tax proceeds
- <24 hours
- for a fully delivered trust
“I was staring down a seven-figure tax bill on my startup equity. Valur set up a CRUT in a day and kept my full sale proceeds invested instead.”
“I had a large position in a single public stock I’d held for years. Valur showed me how to diversify without the capital gains hit up front.”
Our clients come from
Our clients generate
50-200% more wealth
When you sell without a Charitable Remainder Trust (CRUT), the IRS takes a large share of your gain up front. A CRUT keeps every dollar invested and compounding, so the money you’d lose to taxes keeps building for decades.
- Defer 100% of capital gains taxes
- Tax-free compounding for decades
- Used by billionaires like the founder of Nike
Your exact number depends on your state, age, and asset. We’ll calculate it with you on a free tax strategy session.
Book my free strategy callExample scenario
Total with a Charitable Remainder Trust
+$7.3M higher
Total selling without a Charitable Remainder Trust
Single filer, age 35, California. $2M contributed with a $100k basis. Your number depends on your state, age, and asset.
Sitting on a big gain? Defer the tax on it.
Timing matters: the trust must be in place before you sell.
What you'll walk away with
A tax strategy session with our team. No cost, no obligation, just a clear answer on what a CRUT could do for you.
Your exact numbers
See how much more you could keep after tax, calculated for your state, age, and specific asset.
The right structure for you
We’ll help you find the right type of CRUT based on your financial goals.
A clear path to set up
If it's a fit, we handle the trust, legal paperwork, and ongoing administration, in under 24 hours. No obligation to move forward.
Common questions about CRUTs
Yes. Charitable remainder trusts have been around since the 1700s and the last major update to their rules came in 1969, and the IRS recognizes them explicitly. Congress created them to encourage charitable giving, and the tax treatment is the incentive it offered in return.
Defer the tax on your capital gains
Get a look at how a Charitable Remainder Trust could work for your sale. We’ll run your numbers with you on a free tax strategy call.