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

An annuity trust is a separate legal entity administered by a trustee. Kentucky Baptists Foundation 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 trust. Alternately, you may wish to follow your or your advisors’ investment strategies by naming yourself or your advisor as trustee. 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 so that we can assist you through every step of the process.




Kentucky Baptist Foundation
Attn: Laurie Valentine
P.O. Box 436389
Louisville, KY 40253-6389
502-489-3533 | Fax: 502-489-3564 | Toll Free: 1-866-489-3533 (Kentucky Only) E-mail: laurie.valentine@kybaptist.org




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