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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.
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 understand that fulfilling your organization’s mission through impactful community outreach is your priority. Explore how we help strengthen fiduciary oversight, align investments with your mission, and educate your stakeholders.
We really have a lot of trust in their opinions and their expertise. They’re responsive…you can get them on the phone…we can video chat with them. They help us feel secure that we are investing in a diversified portfolio that helps secure out assets and grow them for the future. It allows us to provide really outstanding care to people, regardless of their ability to pay for it and regardless of their stage of life.
– Dr. Shapiro, Chariman of the Gundersen Medical Foundation – Gundersen Health System
They helped us create those financial policies and investment policies. They helped us structure what money we did have, when we did have it, in a way that it would be able to be there for us when we needed it, but it could be growing when we didn’t. They were really instrumental in helping us in those early years.
– Anne Snow, Founder – Children’s Museum of La Crosse
