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Charitable Remainder Unitrusts
(Who should serve as trustee?)
A unitrust is a separate legal entity administered
by a trustee. In Touch can serve as trustee of
your unitrust, or you, or a financial advisor or institution can serve.
We currently administer a significant portfolio of charitable trusts,
and any fees are paid for by your trust. (We do ask a minimum gift
of $250,000 to establish a unitrust 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 discuss the details of
establishing the unitrust 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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