TIAA-CREF Trust Company provides the following charitable remainder trust services:
Portfolio Management includes reviewing current investment policy coupled with ongoing consultation, recommending investment strategy and coordinating implementation, providing customized asset allocation, suggesting tax-efficient investment strategies and offering proprietary and third-party institutional mutual funds, as appropriate.
Gift administration includes acting as trustee for any type of charitable trust arrangement, administering a wide variety of assets that can be placed in trust, including securities, real estate and partnership interests, and generating beneficiary distributions, including direct deposits and electronic funds transfers. We also provide access to account information via the Internet.
Our comprehensive reporting capabilities allow us to provide customized donor statements, detailed subaccounting for pooled charitable trust arrangements, trust accounting statements, performance measurement reports, and, of course, annual trust tax returns (Forms 1041 and 5227).
Investment products are not insured by the FDIC; are not deposits or other obligations of TIAA-CREF Trust Company, FSB; are not guaranteed by the TIAA-CREF Trust Company, FSB; and are subject to investment risks, including possible loss of principal invested.
The tax information herein is not intended to be used and cannot be used by any taxpayer for the purpose of avoiding tax penalties. It was written to support the promotion of TIAA-CREF Trust Company, FSB. Taxpayers should seek advice based on their own particular circumstances from an independent tax advisor.
TIAA-CREF Individual & Institutional Services, LLC, and Teachers Personal Investors Services, Inc., distribute securities products.
Access your Trust Company account to check balances, review transactions and more.
Access to your Planned Giving and Endowment account to access reports, review account information, and more.
© 2009 and prior years, Teachers Insurance and Annuity Association - College Retirement Equities Fund (TIAA-CREF), New York, NY 10017
