June 16, 2025
For individuals with highly appreciated investments and a desire to support charitable causes, a Charitable Remainder Trust (CRT) offers a strategic way to accomplish both goals. CRTs can be particularly advantageous for individuals with highly appreciated investments that are concentrated or produce a low level of current income. A CRT …
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Crawford Investment Counsel, Inc. (“Crawford”) is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about Crawford Investment Counsel, including our investment strategies, fees and objectives, can be found in our Form ADV Part 2A and our Form CRS.
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