Trust Administration

Capital University serves as trustee for charitable remainder trusts and charitable lead trust and administers other gift arrangements such as charitable gift annuities.

Managing Charitable Gift Annuities

Capital University's Office of Planned Giving has contracted with WesBanco to manage the administrative aspects of gift annuities and the Capital University Director of Planned Giving serves as an interface between WesBanco and Capital to ensure that every beneficiary receives timely payments and tax information.

Managing Charitable Remainder Trusts

Donors can have their charitable remainder unitrust and charitable remainder annuity trust assets managed by WesBanco in conjunction with Capital University in a traditional strategy consisting of commingled funds providing an equity and fixed income component.

 

A gift planning specialist from the Office of Planned Giving meets with each donor to help determine which investment opportunity best suits the donor's individual needs. Either way, you can be assured that the professional staff at Capital University is overseeing each investment program and will ensure that your trust operates smoothly and that you receive timely payments and tax information.

Capital University is a private four-year undergraduate institution and graduate school located in the Columbus, Ohio, neighborhood of Bexley. Copyright © 2016 Capital University