Digg This Add To Delicious Add To Facebook Print Page E-mail Page

make a donation to JDRF

Related Links

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

Back

Charitable Remainder Unitrusts
(Who should serve as trustee?)

A unitrust is a separate legal entity administered by a trustee. JDRF 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 any fees are paid for by your trust. (We do ask a minimum gift to establish a unitrust for which we will serve as trustee - if we are the sole or majority of the benefactor.) 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 1-877-533-4483 so that we can assist you through every step of the process.

Alan Berkowitz
National Director of Planned Giving
Juvenile Diabetes Research Foundation International
120 Wall Street
New York, NY 10005-4001
1-877-533-4483
plannedgiving@jdrf.org

JDRF recommends that you consult your tax or legal advisors
prior to making a planned gift.