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

An annuity trust is a separate legal entity administered by a trustee. Yale can serve as trustee of your annuity trust, or you, a financial advisor or other institution can serve. Yale currently administers a significant portfolio of charitable trusts under the direction of the Yale Investments office. Because Yale has minimum gift requirements to serve as trustee (usually an amount of $100,000 or more) we ask you to contact us for additional information. We would be pleased to provide you and your advisors with details about our trust program.

For more information

Email us, complete the personal illustration form, or call us at 1 (800) 445-6086 so that we can assist you through every step of the process.