Charitable Remainder Annuity Trust An annuity trust is a separate legal entity administered by a trustee. Michigan State University 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 (517) 884-1068 so that we can assist you through every step of the process. Michigan State University Planned Giving content ©2008 VirtualGiving | Disclaimer & Privacy Notice |
