Better than a CRT - Charitable Pooled Trusts (CPTs) and Affinity CPTs Offering two to three times the tax deduction of a Charitable Remainder Trust, "young fund” Charitable Pooled Trusts (CPT) may be the best life-income gift you have never used. The historically high tax deduction of a 2014 CPT has moved it to the top of the split-interest gift class. When combined with a range of investment opportunities, the CPT becomes supercharged.

A derivative version of the CPT can be crafted with a particular family’s complex assets and income requirements in mind. This Affinity CPT has the same benefits of a Charitable Pooled Trust plus the ability to receive non-liquid assets and be individually invested to the family’s needs.

The unique benefits of a young fund CPT may never be better… once interest rates begin to increase, the out-of-this-world benefits of a young fund CPT will return to earth. The time to act is now!


About the Presenter:  Jeff Gott joined WaterStone in 2007 and serves as its Executive Vice President, Giving and Marketing. Previously, Jeff served as the COO of Generous Giving, an organization with a vision for revolutionary generosity, as well as Vice President of Marketing with Thomas Nelson Publishers where he was a Telly award winning Executive Producer. Jeff began his career in management consulting with Accenture serving on global and domestic engagements primarily in the financial services sector. He also served internationally with Youth with a Mission, where he managed campaigns throughout Siberia, Mongolia and at the Barcelona summer Olympics. Jeff holds an MBA in Marketing from Vanderbilt University and a B.S. from Miami University, Ohio. He is a board member of Steiger International, helping to direct that non-profit’s efforts to impact the global youth culture, as well as a former church elder. Jeff and his wife live in Colorado Springs with their daughters.