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

Financial Clarity for Non-Profit 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 non-profit 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:

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


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

News & Insights

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10 Key Changes from Secure 2.0

After many previous efforts and false starts, the Consolidated Appropriations Act of 2023 (the “CAA”), which includes the more widely known, Secure...
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Weekly Market Update

Weekly Market Update: Each week we will offer a very brief market update to help keep you informed on the latest. Want...
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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.

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