Are you trying to give back? Philanthropic efforts are what keeps communities thriving. Trust Point can help you establish your charitable legacy through our award-winning foundations and non-profit financial services. For generations, we have maintained a special focus on philanthropic organizations, providing expert consulting, administration, record-keeping and investment management services for those making a difference.
Our team is made up of the highest-performing wealth management experts in the industry. They know how to shoulder all of the administrative and technical burdens so that you experience only the joy—and the tax benefits—of charitable giving.
-John Doe | Minneapolis
-John Doe | Minneapolis
Establish your charitable legacy. Trust Point can help.
When you work with Trust Point, you know you have a trusted partner, committed to your financial success. That’s why more than 120 non-profit organizations choose to work with us. And as the winner of the Association of Fundraising Professionals President’s Award, you know that we’re serious about producing real results in the non-profit sector.
We do what it takes to meet complex charitable goals, providing personalized trustee, agent, account administration, investment management and tax compliance solutions. Providing philanthropic services to a large and ever-growing number of both public and private charities, we’re committed to finding you better financial opportunities through smart charitable giving.
What We Do
Founded in La Crosse, Wisconsin, Trust Point has grown to serve clients in more than 45 states, while remaining as an independent financial institution. For generations, our team has been helping charitable organizations, family foundations and non-profits make a difference in their communities, while maximizing their tax opportunities. As philanthropically minded families discover that establishing a family foundation allows them to achieve their charitable goals while also providing significant income and estate tax benefits, our work with private charities has expanded. Our humble beginnings over a century ago reflect the strong focus we’ve placed on a personalized, effective approach to philanthropy. That’s what has set us apart from other financial institutions for over 100 years.
Have questions about our Non-Profit financial services? Get in touch with us
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Private and family foundations serve families that are trying to achieve their charitable goals in the most tax-efficient way possible. This helps families put more money towards their philanthropic projects, rather than paying it all towards taxes.
The length of the loan process varies based on when your loan officer receives the appropriate. it normally takes three to four weeks on average to close the loan once all documentation is received.
While each situation is unique, there are a number of legal requirements that are need to be fulfilled before you can begin operations. It’s best to hire a professional to help you navigate the often complex process of starting a non-profit.
Taking the first step and contacting a financial planner may seem intimidating at first, however most people find out that the process is actually hassle-free. And, when you walk out of the meeting, you’ll know that you’re better prepared for the future.
To get started, reach out one of Trust Point’s dedicated service representatives today. You can fill out a form on our contact page, or give us a call at 1-800-658-9474. We look forward to hearing from you.