Helping Those Who Work Hard For The Community
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.
Professional Investment Management For Non- Profits
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
Resources Your Non-Profit Can Benefit From
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 ingrained 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.
We Want To Help Our Community
Now more than ever, we need non-profit organizations to continue their vital work. By collaborating and supporting these organizations, we can build a stronger and more vibrant community.
No matter the size of your organization, we would love to help. Your work is important to the community—let us handle the management of the funds needed to ensure it continues.
Our independent status allows us to prioritize our clients’ needs and maintain objectivity while developing tailored investment plans for organizations like yours. We focus on helping you preserve value while achieving your long-term funding goals. We provide the plan; you make the difference.
