CRT Annuity Investment System
The development of The Charitable Remainder Trust Annuity Investment System has been a rewarding process because it provides planners with a valuable charitable remainder trust investment tool.
To assist you in understanding the Charitable Remainder Trust Annuity Investment System, we have developed this manual. It answers many of the questions we have been asked concerning the use of a deferred annuity as an investment to defer income from a Net Income Charitable Remainder Trust. It is important to use an annuity product that meets specific criteria and administrative system requirements that facilitate effective charitable remainder trust (CRT) administration inside CRTs administered by Renaissance.
Nothing in this manual is intended as, nor is to be construed as, legal or investment advice. This comprehensive guide was created solely to provide helpful information in support of your practice. Please read it thoroughly and refer to it often.
- Chapter 1 - Background: A New Approach to Trust Design
- Chapter 2 - Credibility: The Legal View
- Chapter 3 - Comparison of Investment Choices for CRTs
- Chapter 4 - Not All Annuities Are Alike, and Not All Work Well in a Charitable Trust
- Chapter 5 - The Ideal Annuity
- Chapter 6 - Why You Need an Integrated System
- Chapter 7 - Frequently Asked Annuity Questions
- Chapter 8 - Conforming Products
