Whether you operate a private foundation, a non-profit or an endowment fund, Trust Point will give you the power to give back in the most effective way possible.
Interested in learning how to give and get that tax break?
Read our quick guide, Maximize Your Return on Charitable Gifts for 3 easy ways!
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 MoreOur 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.
In order to provide excellent service to all our customers, including those with disabilities, Trust Point’s website strives to provide an accessible experience for users of all abilities. If for any reason you are having difficulty navigating our website, please call 800-658-9474 or email [email protected]
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