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Charitable Remainder Annuity Trust An annuity trust is a separate legal entity administered by a trustee. The Catholic Foundationcan serve as trustee of your annuity trust, or you or a financial advisor or institution can serve. We currently administer a significant portfolio of charitable trusts, and do not charge you a fee for our services. (We do ask a minimum gift of $5,000 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, we can share sample trust forms and 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 405-721-4115 so that we can assist you through every step of the process.
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