Financial Management of Trusts and Planned Giving Vehicles
- Planned Giving Vehicles include: (1) Charitable Gift Annuities, (2) Charitable Remainder Annuity Trusts, (3) Charitable Remainder Unitrusts, and (4) Life Income Funds.
- Life Income and charitable annuity funds financial administration, including payment processing.
- Financial administration of donated life insurance policies.
- Financial monitoring of trusts and assets held by third party administrators.
- Financial administration of trusts, wills and bequests.
- Financial analysis and guidance regarding gifts.