Charitable Remainder Trusts

Call us to help determine if a trust is the right solution

Charitable trusts need to be individualized to meet each specific donor's needs. Fidelity is available to help donors define and realize their financial planning goals with trusts.

Our services can help you meet charitable and estate planning objectives

Fidelity can be involved in a trust in a variety of ways, providing a combination of services.

Serving as Trustee

• Sole Trustee — With this designation, Fidelity assumes all investment, administrative, and fiduciary responsibilities for managing the trust according to the terms defined in the trust document.
• Co-Trustee — Fidelity acts as a co-trustee with the individuals designated in the trust document. As co-trustee, Fidelity assumes investment management and administrative responsibilities for the trust, but shares discretionary decision making with the co-trustees according to the trust provisions.

Investment Management

Whether or not you choose Fidelity as a trustee, the assets can still be managed by Fidelity's investment professionals who are recognized for their disciplined, time-tested approach.

Custody Services

Assets can be custodied with a third-party financial institution or Fidelity Investments.

Contact us today at 1-800-280-6357.

Call to find out more, and to learn whether or not a charitable remainder trust is the right income solution for your needs.