In today's unpredictable economic climate, even the most seasoned boards and management teams of nonprofit organizations face tremendous pressure to acquire and wisely manage charitable contributions, endowment management and planned giving programs.
Prudent stewardship of endowment and planned giving assets is essential for the long term financial health of your organization. We recognize the importance of supporting your on-going development efforts in order to ensure you can continue to achieve your mission.
Our highly qualified team of charitable giving specialists administers charitable remainder trusts, charitable lead trusts, charitable gift annuities and donor-advised funds. We work as an extension of your staff to provide oversight to ensure you meet your fiduciary duties and assist with strategic planning and the marketing of your program. Our in-house tax department and real estate experts help to streamline the operation of your program.
Private FoundationsOur Charitable Services Group provides specialized services to help meet the unique needs of private family foundations. We deliver the resources of a large bank with personalized attention from a national team of experienced professionals.
- Enjoy the benefits of working with trust, banking and investment professionals who are experienced in Private Foundation management
- Receive help in Foundation planning, administration and grant making
- Maintain control without the burden of handling day-to-day tasks
- Access to professional investment management, portfolio and custody services
For more information about services for Nonprofit Organizations or Private Foundations, contact Mike Penfield, Charitable Services Group Managing Director, at 800.522.9100.