We know charitable giving can have rewards much greater than just the tax benefit. We are here to help you identify the best vehicle for your philanthropic efforts.
Let us help you accomplish your financial objectives and provide you peace of mind. Click HERE to fill out a brief form if you’re interested in learning more about how we can help you.
Are you doing everything you can to ensure your future financial success? With the team at Trust Point on your side, we can help you grow your charitable efforts through planning, management, allocation, risk assessment and much more.
Trust Point offers a number of different charity-based financial services.
Endowment Funds/Foundation Trusts: We manage a number of different funds and trusts for endowments and foundations. We partner with your committee members to offer professional consulting on investments and strategies to achieve success.
Charitable Gifts: We can pinpoint and recommend ideal charitable gifts, made on a one-time or scheduled basis, to help you achieve the maximum tax benefit.
Charitable Remainder Trusts: Charitable remainder trusts provide ongoing income to specific charities for as long as needed. Then they designate gifts to additional charities if and when the original need is satisfied.
Non-Profit Organizations: With extensive experience in planning and asset management for not-for-profits, Trust Point can help your non-profit, no matter what financial needs you may have.
At the start of the 20th century, a small trust formed, known today as Trust Point Born out of the need to serve individuals and business owners in La Crosse, Wisconsin, the company has grown today to serve the financial needs of people throughout the world. From our humble beginnings as a trust company, we’ve now grown to offer a wide variety of services, such as charitable endowments, fiduciary investment management and asset allocation. And although we’ve grown, we’ve never forgotten our modest roots and Midwestern work ethic. That’s what has helped set us apart from other financial companies for more than 100 years.Read More
Our services are centered on you, and your philanthropic goals. We partner with you to develop a plan that will maximize your charitable impact.
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.