Administration Functions:

1. Accounting for the 4-tier system

2. Trustee checklists and information packets

3. Accounting for additional contributions

4. Accounting for transactions

5. Annual report

6. Annual trust tax return

7. Annual Schedule K-1

8. Trustee assistance with annual valuation

9. Preparation of charitable deduction calculations

10. Trust distribution requirements

11. Tax forms: 1041A, 5227, 8282, 8283

12. Required state tax forms

Financial Advisor Support System:

All of the information listed on this page is available to you. The color-highlighted items are available on this web page. The other items are available simply by calling the 800 number or sending an E-mail. We look forward to serving you.

1. Crescendo Software printouts for a donor presentation (see example)

2. "Ten Pitfalls of Major Gifts" by Lon Dufek, CPA (CRT planning issues)*

3. Donor administration and IRS forms

4. Common questions and answer about charitable trusts (see on web site)

5. "How do I recognize a possible charitable trust case?" (Common Trust Scenario)

6. Explanation of various charitable remainder trusts (Types of Trusts)

7. "Pros and Cons of Assets Used to Fund CRT" by Randy Huston

* From Crescendo Software