Managing Your Private Foundation

Managing Your
Private Foundation.

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.

     

Back to Charitable Planning

 
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

Investment Management

Estate Planning

Trust Services

 

 

 

INVESTMENT PRODUCTS:
NOT FDIC INSURED • NOT A DEPOSIT
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT BANK GUARANTEED • MAY LOSE VALUE

 


210.283.6500 • Outside San Antonio call toll-free 800.531.7650

Telephone Banking Center (Service Representative) 210.283.6611
24 Hour TeleBank (Access Your Account) 210.283.6505

© 2010 Broadway Bank     EQUAL HOUSING LENDER Equal Housing Lender Logo