How does Charitable Trust Services Work?
Our Charitable Trust Services simplify Charitable Remainder Trusts to make them more accessible, straightforward and easy-to-manage. As trustee, we take on the record-keeping, tax-reporting, and fiduciary oversight of the trust, so you don’t have to. Our Charitable Trust Services are one of the only programs which allow your independent investment advisor to manage the donated assets without also taking on the complex responsibilities of trusteeship.
