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Charitable Remainder Annuity Trust
(Who should serve as trustee?)
An annuity trust is a separate legal entity administered
by a trustee. In certain cases In Touch can serve
as trustee of your annuity trust, or you, a financial advisor or institution
can also 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 $250,000 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, 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 800-967-2200 so that we can assist you
through every step of the process. Our services are a part of the ministry of In Touch and are without cost or obligation.
In Touch Foundation
3836 DeKalb Technology Parkway
Atlanta,GA 30340
800-967-2200 | Fax: 770-936-6396
Foundation@InTouch.org
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