Planned Gift Administration

  • 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.