Foundation, Nonprofit & Endowment Management

If you run a nonprofit organization that receives donations, you know that managing those gifts can be a complicated responsibility. However, foundation, nonprofit and endowment management is one of our specialties at The Trust Company.

We work with our nonprofit clients to plan an investment strategy that meets donor needs. Together, we will create a portfolio for your organization's unique needs — an assortment of stocks, bonds, mutual funds and other securities specifically chosen to help meet your goals.

In addition, we will be happy to consult with your board of directors, trustees or investment committee to ensure that we are working in concert with your long-term strategies.

The Trust Company follows the principles prescribed by the Prudent Investor Act and Modern Portfolio Theory. We work within a disciplined framework of sound, independent financial advice, quality service and individual solutions. We focus on controlling risk exposure while seeking to achieve superior investment results over the long term.

Let’s talk about how we can be of service.