What Others Say About Us

“We chose CMF based on shared values in ministry. Besides their obvious love for the Lord, the team also provides extraordinary service….all at a very reasonable price. Our service expectations have been fulfilled and often exceeded.”

– Steve Nickel, JD
Sr. Gift Planning Counsel
Samaritan's Purse

Charitable Trust Administration

CHARITABLE TRUST ADMINISTRATION offers complete trust administration services to individuals and organizations responsible for the management of charitable remainder and charitable lead trusts. Our business focus on Philanthropy uniquely positions us to be a premier provider of charitable trust administration support. Our expertise and experience is equally at home in matters of gift design, in the regulatory and compliance arena and in the performance of the complex and unique duties and responsibilities of daily trust account administration.

  • Trust Document Review
  • Verification of Tax Qualification
  • Adequacy of Asset Appraisal and Valuation
  • Trust Implementation and Account Setup
  • Custody Services for All Trust Assets
  • Interface with Investment Managers
  • Matching Trust Needs to Investment Objectives
  • Defining and Monitoring Pay-out Requirements
  • Income Projections and Characterization
  • Periodic and Annual Asset Valuation
  • Automated Trust Accounting
  • Four-Tier Accounting
  • Beneficiary Distributions and Reporting
  • Annual Regulatory and Compliance Audit
  • Tax Return Preparation
  • Preparation of Beneficiary Tax Advice (K-1)
  • Trust Termination and Distribution