I recently had the opportunity to work with a char...

I recently had the opportunity to work with a charitable organization and they used Pratt Charitable Remainder Unitrust for their financial management. The experience was average. While the company provided the necessary services and maintained good communication, I found the overall experience to be somewhat lacking. The process of setting up the unitrust was smooth, but I felt that the company could have offered more guidance and support in terms of investment options. Nonetheless, the end result was satisfactory.