PLANNED GIVING
Charitable Remainder Annuity Trust
(Who should serve as trustee?)
An annuity trust is a separate legal entity administered by a trustee. Taft can serve as trustee of your annuity trust, or you, a financial advisor or institution can serve. We currently administer a significant portfolio of charitable trusts, and any fees are paid by the trust. (We do ask a minimum gift of $100,000 to establish an annuity trust for which we will serve as trustee.) Alternately, you may wish to follow your or your advisors’ investment strategies. Whichever option you choose, we can share sample trust forms and discuss the details of establishing the annuity trust with you and your advisors.
For more information
Email us, complete the personal illustration form, or call us at (860) 945-5923 so that we can assist you through every step of the process.
Christopher R. Latham
Director of Development
ChrisLatham@TaftSchool.org
Chip Spencer ‘56
Planned Giving Consultant
ChipSpencer@TaftSchool.org
The Taft School
110 Woodbury Road
Watertown, CT 06795-2100
(860) 945-5923 | Fax: (860) 945-7756
Planned Giving content and Legacy Planner® copyrighted © 2009 VirtualGiving.
|
