Charitable Trust Agreement Generator

Create a basic Charitable Remainder Unitrust agreement.

Grantor (Creator of the Trust)

Full Name

Full Address

Trustee (Manager of the Trust)

Full Name

Full Address

Name of the Trust

Date of Agreement

Annual Payout Percentage (%)

Initial Funding Amount ($)

Governing State Law

Income Beneficiary (Receives annual payments)

Full Name

Full Address

Remainder Beneficiary (Charity receiving the rest)

Charity's Legal Name

Charity's Full Address