Choosing a Trustee for a Charitable Remainer Unitrust

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Legal Designation

Defenders of Wildlife tax ID number:

53-0183181

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Charitable Remainder Unitrusts
(Who should serve as trustee?)

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A unitrust is a separate legal entity administered by a trustee. Defenders of Wildlife 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 of $ to establish a unitrust 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 unitrust with you and your advisors.

For more information

Email us, complete the personal illustration form, or call us at 1-800-915-6789 so that we can assist you through every step of the process.

Florida Panther

Donor Story

Meet Bob and Harriet Jakovina

When Bob and Harriet sat down to write their will, it was Defenders' strong focus on endangered species that lead them to designate the organization to receive a percentage of their estate.

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Now is a good time to review or update your will and estate plans so that you can take care of loved ones and support charities you believe in.

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The material presented on this web site is not offered as legal or tax advice. Please review calculations of tax benefits with planned giving staff to ensure that they reflect current interest rates and other assumptions. And, seek the counsel of your tax advisor, attorney and/or financial planner to review tax calculations and ensure that a contemplated gift is appropriate for your situation.