Administering a foundation can be complex and time consuming. We offer administration and portfolio management as trustee or investment manager, while you or your family members retain control of the philanthropic activity.
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Case Study: Charitable Giving
INVESTMENT PRODUCTS:
NOT FDIC INSURED • NOT A DEPOSIT
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT BANK GUARANTEED • MAY LOSE VALUE
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Services include:
- Setting investment policy
- Creating grant guidelines
- Reviewing the use and application of grants
- Reviewing trust documents when applicable
- Completing monthly valuations
- Monitoring annual distribution requirements
- Assisting with the preparation of state and federal tax reports and returns
Related Links
Charitable Planning
Investment Management
Estate Planning
Trust Services
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