Five-Star Non-profit & Foundation Services | Trust Point
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Non-profit & Foundation Services

Wealth management that provides you the financial peace of mind to enjoy all of life’s most precious moments.

With over a century of service,  Trust Point has deep expertise with the unique tools needed to make strategic charitable investments in today’s marketplace.

We’ll help you to map out your success.

Your foundation does important work in the community – let us help by managing the funds that are necessary to keep this work going. Trust Point currently provides philanthropic services to over 203 non-profit organizations. We have the infrastructure and acumen to meet the specific investment management and thorough record-keeping needs of your foundation.

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A century of experience

Trust Point has been providing our clients with premier wealth management services for more than 100 years. When you work with Trust Point, you know you have a trusted partner, committed to your financial success.

Since our modest start in 1913, we’ve grown to incorporate many financial services under our name, from wealth management to asset allocation to retirement planning and more.

Foundations/Non-profit Services

Trust Point can help your foundation gain financial clarity. Our experience with foundations and endowment management is your financial advantage.

From our investment expertise with proven principles, reporting and audit support, to board and donor education, we will help so you can focus on the mission of the foundation.

What We Do

Trust Point was founded with strong Midwestern work ethic and independent ideals, placed at the forefront of everything we do.

While we’ve grown to serve clients across the country, we’ve never forgotten those humble midwest beginnings and the values that help us thrive today.

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Financial Planning Services

Our experience with foundations and managing endowments has spanned over many decades. We have the infrastructure and acumen to meet the needs of your foundation.

For more than a century, Trust Point has provided a full range of financial and advisory services to individuals, families, businesses, and charitable organizations.

We are uniquely positioned to offer the highest level of sophistication and professional expertise with genuine personal service.

We are guided by the fiduciary standard in which we put client’s best interests first and follow one simple philosophy, in doing what is best for our clients, we will be doing what is best for Trust Point.

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