CHARITABLE REMAINDER ANNUITY TRUST


TCK TRUST & FINANCIAL ADVISORS, in its capacity as Trustee of your charitable remainder annuity trust, will work with you in all aspects of the administration of your account.  Our relationship will include the following services:  

§         Assurance of Proper Trust Funding

§         Calculation of Annuity Amount

§         Asset Safekeeping

§         Individual Portfolio Management

§         Income Collection

§         Income and Principal Distributions

§         Periodic Statement of Assets

§         Periodic Transaction Statement

§         Annual Account Summary

§         Summary for Income Tax Return Preparation

§         Income Tax Planning and planning for future giving