Trust Point offers a wide range of services to meet your philanthropic goals. Those include:
If you’re unsure where to give, we can make recommendations and also work with you to develop a schedule and manage contributions. We can also discuss important tax considerations to ensure your giving pays off.
Charitably inclined individuals may benefit from establishing a charitable remainder trust. This trust offers tax benefits while preserving an income stream for designated beneficiaries prior to the assets being distributed to designated charities.
We have a wealth of experience managing funds and trusts for endowments and foundations. We can provide professional consulting for committee members, guiding investment strategies and other important decisions.