 |
Upcoming Events
Board of Directors
Donor Stories
Grant Recipients
Scholarship Recipients
Catholic Schools Endowment The Ten Commandments
The Annual Catholic Foundation Golf Classic
Goals & Benefits
Giving Wisely
Gift Calculator
Quick Link to a Gift »
All Gifts-at-a-Glance
Resources »
Request Information
Privacy Notice Disclaimer
Charitable Remainder Unitrusts A unitrust is a separate legal entity administered by a trustee. The Catholic Foundation 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 do not charge you a fee for our services. (We do ask a minimum gift of $5,000 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 share sample trust forms and 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 405-721-4115 so that we can assist you through every step of the process.
|