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A unitrust is a separate legal entity administered by a trustee. The Nature Conservancy can serve as trustee of your unitrust. We have extensive experience gained over the last 25 years managing many hundreds of unitrusts. Currently, we administer a significant portfolio of charitable trusts, in partnership with carefully chosen outside trust administrators. We are proud of the investment returns our trusts have earned, and of the low fees we have negotiated for our trusts. Trust fees are generally deducted from trust assets.
Alternatively, you or a financial advisor or institution of your choosing can serve as trustee. This is most often done when donors wish to follow their or their advisors' investment strategies. Whichever option you choose, we can share sample trust forms and discuss the details of establishing the unitrust with you and your advisors.
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