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. Service to Your Donors We work with our nonprofit clients to plan an investment strategy that meets donor needs. In fact, we can help you build your relationship with prospective donors by creating tailored planned giving strategies that benefit both the donor and your organization. In addition, we can help set up gift annuities and charitable trusts when it makes sense for the donor’s situation. Service to Your Board 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. Together, we will create a portfolio that meets your organization's unique needs — an assortment of stocks, bonds, mutual funds and other securities specifically chosen to help achieve your goals. In addition, working with The Trust Company can provide your board members peace of mind in knowing we’re protecting them and your organization from liability concerns with our practices and processes. The Trust Company follows the principles prescribed by the Prudent Investor Act and Modern Portfolio Theory, and all accounts are bonded and insured, adding an extra layer of liability protection for board members. 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. Service to Your Organization We have several Client Services team members who have a professional background in major gift fundraising and planned giving. Utilizing our team’s talents to serve your organization in a greater capacity is important to us. As a client of The Trust Company, we can consult on fundraising strategies for your organization to consider and would be happy to assist you in conversations with your donors about tax advantageous charitable giving strategies and planned giving. Let's talk about how we can serve your board and donors.
