For generations, Trust Point has maintained a special focus on philanthropic organizations. We provide expert consulting, administration, record-keeping and investment-management services for not-for-profit organizations and their staffs.
At present, Trust Point services more than 120 such entities. We assist in their efforts to meet changing and challenging financial objectives, helping to ensure the longevity and financial stability of the organizations and their important missions.
Trust Point received the Association of Fundraising Professionals 2008 President’s Award for our involvement with the nonprofit sector. The award honored our ongoing philanthropic gifting and volunteerism, as well as our development of an innovative Philanthropic Conduit IRA, an IRA designed to facilitate gifting from qualified plans to nonprofits.
Trust Point Inc. has deep expertise with the unique tools required to make strategic charitable investments in today’s modern marketplace. Read More »
We are experts at managing assets and interpreting trust documents to ensure that a trust accomplishes your objectives. Read More »
Methods of Giving
We will work with your committee members to provide knowledgeable advice on the ideal vehicles for your charitable gifts. Read More »
Establishing a family foundation allows philanthropically minded families to achieve their charitable goals while also realizing significant tax benefits. We can show you how. Read More »