Non-Profit and Foundation Services | Trust Point | La Crosse, Eau Claire, Minneapolis
Nonprofit Organization & Foundation Services

Financial Clarity for Nonprofit Organizations & Foundations

If you run a foundation or non-profit, fulfilling your organization’s mission through impactful community outreach is your priority. Trust Point can help you maintain that focus by taking on investment management and other administrative duties that are essential to keep your work going.

Experience-Backed Services

Trust Point has a strong reputation in working with many nonprofit organizations and foundations.  We have the infrastructure and acumen to help oversee the details it takes to efficiently manage private and public foundations and endowments.

Our independent status enables us to put our clients’ needs first and to exercise principled objectivity when creating specific investment plans for organizations like yours that must maintain value while sustaining funding goals 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 Provide the Plan, You Make the Difference.

Our partnership with non-profits and foundations goes well beyond the management of assets.  Our skilled and credentialed professionals take a holistic approach while providing value-added services, including:

Trust point Stewardship Icon
Define & Follow
Stewardship Best Practices
Trust Point Distribution Icon
Distribution Strategies
Trust Point Procedures Icon
In-Kind Gift Procedures
Trust Point Fiduciary Duties Icon
Tools & Insights to
Fulfill Fiduciary Duties
Trust Point Wealth Education Icon
Provide Fiduciary &
Stewardship Education
Trust point Charitable Planning Icon
Planning Strategies
Trust Point Annual Review Prep Icon
Preparation for
Annual Review
Trust Point Charitable Gift Strategy Icon
Charitable Gifts
& Tax Planning
Trust Point Audit Support Icon
Audit Support

Your Trust Point team brings decades of industry knowledge and insights. Click here for a complete listing of the services available to nonprofits and foundation accounts.

News & Insights

Trust Point professionals presenting at EC Chamber Work Summit

Trust Point To Share Expertise at Eau Claire Chamber Workforce Solutions Summit

The Eau Claire Chamber of Commerce will host their annual Workforce Solutions Summit at the Pablo Center at the Confluence in Eau...
Read More
Allyson Krause, Managing Director of the Trust Point Retirement Plan Services Team

Trust Point Named Top Financial Retirement Services Provider

Trust Point is honored to be awarded the ‘Top Financial Retirement Services Provider 2023’ by Financial Services Review. This award is given...
Read More
Trust Point Retirement Plan Services Team

Trends in Corporate Retirement Plan Offerings

In this piece, we take a look at the past, present and likely future state of the retirement savings vehicles offered by...
Read More

Your Trusted Partner

Let our team’s expertise serve as your organization’s advantage. We will always work in your best interest, using proven best practices to ensure stability in financial management, so you can concentrate on fulfilling your organization’s mission. Contact us to learn more.

triangle shape over image of tablet being held with graph on it
Contact Us