Non-profit organizations play a vital role in building healthy vibrant communities. As a non-profit, your organization is a vital part of your community, making a positive impact on the lives of others.
But, a lot of times, non-profits have limited staff and limited resources. Between fulfilling their mission, maintaining value, and meeting funding obligations they often don’t have time to manage it all. When you’re stretched thin, you can miss opportunities to strengthen your organization and ultimately, impact the community in even more positive ways.
At Trust Point, we provide professional investment management services to our non-profit clients. But, their investment portfolio is just the start. What really sets us apart is our holistic, partnership-based approach. Our independent status enables us to put our clients’ needs first and to exercise principled objectivity when creating and sustaining specific investment plans for organizations like yours that must maintain value while meeting specific funding in perpetuity. We will work with you to define your unique goals, evaluate your investment options, and determine, with you, the best path to success.
We help Boards and investment committees define and follow best practices for stewardship, share tools and insights to ensure organizations follow best practices to fulfill their fiduciary duty, and help prepare organizations for their annual comprehensive review.
In addition to professional investment management, your organization would receive complimentary value-added services including, board and donor education, audit support, and charitable trust consultation.
Some other complimentary services that we provide nonprofits include:
- Proactive communications & meetings
- Implementing strategies such as socially responsible investments
- Developing customized distribution strategies
- Fiduciary & stewardship awareness
- Charitable gifts & tax planning
- Consultations or presentations for Donors
- In-kind gift procedure
- Training and education of board or committee members
- Audit support
- Providing charitable tax planning ideas for donors and staff
We have the acumen to also take care of the administrative services that can pull you away from your focus. Our deep expertise includes donor development and education to help meet your strategic financial objectives. We look for opportunities that aren’t being taken advantage of that will help achieve your mission. Our goal is to be a resource for your team, so we offer our expertise and assistance whenever possible.
We believe that building trust and strong relationships with our non-profit clients is key to helping them achieve their financial and community impact goals.
Helping non-profits thrive is fundamental to our mission and values at Trust Point. We provide philanthropic services to more than 200 non-profit organizations.
Community involvement has been a huge part of our century of service. Trust Point founded the community foundation in the early 1900s and since that time we have been a part of organizations large and small.
Community support is also engrained in our staff, with more than 80% of our staff who volunteer their time with a non-profit organization, serving on boards and committees and participating in events. It’s incredibly fulfilling to know that our work has a positive impact on the community.
Now more than ever, we need non-profits to continue doing the great work they do. By working together and supporting non-profits, we can create a stronger and more vibrant community.
Whatever size organization you are, we’d love to help. Your organization does important work in the community – let us take care of managing the funds that are necessary to keep that work going.
We provide the plan, you make the difference.
