Responsible Investing within a Charitable Remainder Trust

It’s important for trustees to understand the UPIA

     The duties and responsibilities of a trustee of a charitable remainder trust (CRT) are many and varied, but perhaps the most important one is the investment of the trust’s assets. The investment choices of the trustee directly affect the distributions to the donor (or other income beneficiary) as well as the residual value that goes to the charitable beneficiary.

Being held responsible for the results of trust investments is a natural concern for t

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