Choosing a Trustee for a Charitable Remainder Annuity Trust

Home > Support Us > Gift & Estate Planning > Gift Plans

Support Us

Contact Us

1-800-915-6789
legacy@defenders.org
1130 17th Street, NW
Washington, DC 20036

Legal Designation

Defenders of Wildlife tax ID number:

53-0183181

View Full Legal Designation

Defenders’ Awards

Charitable Remainder Annuity Trust
(Who should serve as trustee?)

Related Links

·	Gift illustration
·	Complete gift description
·	Is this gift for you?
·	Who should trustee?
·	Gift example

Back

An annuity trust is a separate legal entity administered by a trustee. Defenders of Wildlife can serve as trustee of your annuity trust, or you, a financial advisor or institution can serve. We currently administer a significant portfolio of charitable trusts, and any fees are paid by the trust. (We do ask a minimum gift of $ 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 1-800-915-6789 so that we can assist you through every step of the process.

Bald Eagle

Donor Story

Meet Bob and Harriet Jakovina

When Bob and Harriet sat down to write their will, it was Defenders' strong focus on endangered species that lead them to designate the organization to receive a percentage of their estate.

Resources

Now is a good time to review or update your will and estate plans so that you can take care of loved ones and support charities you believe in.

To learn more, order our free brochure and DVD/video, The Tracks You Leave Behind

The material presented on this web site is not offered as legal or tax advice. Please review calculations of tax benefits with planned giving staff to ensure that they reflect current interest rates and other assumptions. And, seek the counsel of your tax advisor, attorney and/or financial planner to review tax calculations and ensure that a contemplated gift is appropriate for your situation.