With our rich experience in the role of trustee, we are experts at asset management and proficient in interpreting trust documents to ensure that your charitable trust accomplishes your objectives and serves the best interests of the beneficiaries.
Typically, a trustee like Trust Point Inc. is given discretion to make prudent, responsible, good-faith investments and transactions. Our reputation in this area is exceptional, well-deserved, and a source of enormous pride.
In addition to investing the assets of your charitable trust, we receive the income earned and distribute it consistent with the trust documents. We also execute all necessary paperwork, filings, coupon redemptions, and tax returns, and provide detailed reports to your foundation’s board members.