Estate & Trust Services

Trustee Services

AG Financial has the ability to act as an independent third party trustee for your individual or family charitable trust. Through these services AG Financial, when appropriate, can provide tax planning services and income distribution.

We are a faith-based third party institution; able to carry out individuals’ wishes, while staying inline with their core beliefs.

 

FAQs

Q: Are there any fees associated with a Stewardship Trust?

A: After the final distribution to the family, a 5% trustee fee of the final gift to ministry is reserved at the Foundation for ongoing support of the ministry.

 

Q: Why does the AG Foundation require a minimum balance for Stewardship Trust?

A: A trust must be funded to be viable. As no fee is required, a minimum balance must be maintained.