Creighton University

Charitable Remainder Annuity Trust
(Who should serve as trustee?)

An annuity trust is a separate legal entity administered by a trustee. Creighton can serve as trustee of your annuity trust, or you, a financial advisor or institution can serve. We currently administer a significant portfolio of charitable trusts, and any fees are paid by the trusts. Alternately, you may wish to follow your or your advisors’ investment strategies. Whichever option you choose, we can share sample trust forms and discuss the details of establishing the annuity trust with you and your advisors.

For more information

Email us, complete the personal illustration form, or call us at (402) 280-1143 so that we can assist you through every step of the process.

Creighton University
Office of Estate and Trust Services
2500 California Plaza
Omaha, NE 68178
(402) 280-1143
(800) 334-8794
giftplanning@creighton.edu