| 摘要 |
A system and method are disclosed for maximizing after-tax income from charitable remainder trusts, An evaluation service establishes a first charitable remainder trust that generates ordinary income from fixed income investments and a second charitable remainder trust that generates growth income from equity investments. The evaluation service further identifies a qualifying charitable organization. The evaluation service calculates a risk weight and distributes grantor assets between the first and second charitable remainder trusts based on the risk weight. |
