Yes! Revocable living trusts, family trusts, and similar entities can join Craft Pod as long as they meet one of two SEC accreditation tests:
Grantor test (revocable trusts only) – every grantor of the trust is an accredited investor (net worth over $1 million excluding a primary residence, or annual income over $200K single / $300K joint).
Asset test (revocable or irrevocable trusts) – the trust itself holds at least $5 million in assets.
If your trust satisfies either rule, you may contribute appreciated stock or cash to the Pod under the same §721 tax-deferral that applies to individual investors.
Unsure whether your trust qualifies? Ask your advisor or contact our team and we’ll walk through the requirements.
Please read our full disclosures before making an investment decision.