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RESIGNATION AS TRUSTEE LETTER TEMPLATE 3 — CHARITABLE TRUST FORMAT
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Best for: Trustees of charitable trusts, nonprofit foundations, or
philanthropic organizations. Formal tone with attention to regulatory
compliance, board notification, and fiduciary duty language.
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[Your Full Name]
[Your Address]
[City, State, ZIP Code]
[Phone Number]
[Email Address]
[Date]

[Board Chair / Co-Trustee / Executive Director / Trust Counsel]
[Organization Name]
[Address]
[City, State, ZIP Code]

Re: Resignation as Trustee — [Full Name of Charitable Trust or
Foundation, e.g., The [Name] Charitable Remainder Trust / The
[Name] Foundation]

Dear [Mr./Ms./Mx. Last Name],

I am writing to formally resign from my position as Trustee of
[Full Name of Charitable Trust], effective [specific date, at least
[X] days from today per the trust agreement or organizational bylaws].

SERVICE SUMMARY
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I have served as trustee of [Trust/Foundation Name] since [start date],
a period of [X years/months]. During this time, I participated in
[brief summary of activities, e.g., grant-making decisions totaling
$[amount], oversight of the organization's investment policy, annual
compliance filings, and coordination with the [State] Attorney General's
office for charitable trust reporting]. I am proud of the work this
organization has accomplished.

REASON FOR RESIGNATION
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[Select or customize:]

Option A — Increased other commitments:
My outside professional and personal commitments have grown to the
point where I cannot give this trusteeship the time and attention it
warrants. I believe it is in the best interest of the trust's
charitable mission to bring in a trustee who can dedicate more
consistent availability to this role.

Option B — Term completion:
I have reached the end of a natural chapter in my service to this
trust. I feel this is the right time to pass the role to someone who
can bring fresh perspective and continued energy to the mission.

Option C — Conflict of interest:
To address a potential or perceived conflict of interest that has
arisen in connection with [general description, if appropriate],
I believe it is appropriate to resign and allow the board to appoint
a trustee with full independence in this matter.

COMPLIANCE & TRANSITION OBLIGATIONS
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I recognize that charitable trusts carry specific fiduciary and
regulatory obligations. Before my resignation takes effect, I commit
to the following:

- Completing or handing off any pending grant approvals, distributions,
  or compliance filings due before [effective date]
- Delivering a final accounting of all financial activity under my
  oversight, including income, disbursements, and investment performance
- Transferring all trust records, board minutes, legal correspondence,
  tax filings (including IRS Form 990 or 990-PF), and grant documentation
  to the designated successor or counsel
- Cooperating with any state charity registration renewals or
  Attorney General filings that fall within my transition period
- Notifying relevant financial institutions of the trustee change
  in writing, as required

SUCCESSOR TRUSTEE
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[If a successor has been named:]
I understand the board has identified [Name] as my successor. I will
coordinate directly with them and with [Trust Counsel / Executive
Director] to complete the handover process before [effective date].

[If no successor has been named:]
I respectfully urge the board to prioritize identifying a qualified
replacement. I am available to assist with the search process in an
advisory capacity before my departure if that would be helpful.

CLOSING
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Serving [Trust/Foundation Name] has been a privilege. The mission of
[brief mission description, e.g., supporting educational access for
underserved youth / funding environmental conservation efforts] is one
I will continue to support personally. I hope this transition proceeds
smoothly and that the organization continues to grow in impact.

Please confirm receipt of this letter and advise on any additional
steps required under the trust agreement or applicable law.

Respectfully submitted,

[Your Full Name]
[Signature]
[Title: Trustee, [Trust Name]]

[Notary block if required by state charitable trust law:]
State of _______________
County of ______________
Subscribed and sworn before me this ___ day of __________, 20__.

Notary Public: _______________________
Commission Expires: __________________

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CUSTOMIZATION NOTES
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- Charitable trusts in many states are regulated by the state
  Attorney General's office. Your resignation may need to be
  reported to that office. Consult an attorney if unsure.
- The IRS and state tax authorities may require a trustee change
  to be reflected in updated filings (Form 990-PF for private
  foundations). Confirm this with your CPA or legal counsel.
- Board minutes should formally record your resignation and the
  acceptance of it. Request a copy of those minutes for your
  personal records.
- If the trust has a co-trustee, decisions may still require their
  signature during the transition period. Clarify this early.
- For private foundations, document all pending grants or
  qualifying distributions before your effective departure date.
- Replace all bracketed placeholders [ ] before submitting.
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