Guide to Giving

Trustee Services

IUF serves as trustee for charitable remainder trusts that will benefit IU. (Unfortunately, we cannot serve as trustee of revocable living trusts.) You may name other qualified nonprofits as beneficiaries, as long as at least 50% of your trust will benefit the IU campuses, schools, departments, or programs you wish to support.

Services You Receive

  • Professional management of the trust assets
  • Your income payments by check or direct deposit to your bank account
  • Preparation of the trust's K-1 tax return each year
  • A letter sent twice a year reporting the investment performance of each trust

Trustee Management Fee

Our trustee management fee is 1% per year for trusts up to $1 million.
For trusts greater than $1 million, our fee is reduced to 0.5% for the portion above $1 million.

Who Manages the Assets?

IUF does. Unlike many organizations, we do not outsource our trustee management services. Your trust is overseen by experts with a long history of success at IUF.

  • IUF Chief Investment Officer Gary Stratten invests your trust assets.
  • Director of Investment and Tax Accounting Shelly Bruce manages your trust payments.

To ensure fairness, all donors participate in the same pool of investments we manage.