Custody and administration

Our Approach - Charitable Giving, Custody

Charitable Giving

Custody and Administration

We also provide a comprehensive package of custody and administrative services, including:

• Safekeeping of all cash and securities
• Collection of income from stocks, bonds and cash
• Settlement of all securities transactions
• Required tax reporting
• Customized reporting options
• Disbursement of funds according to your instructions
• Recordkeeping services and consolidated financial accounting reports
• Other administrative services

Planned Giving

Working with your organization on a one-on-one basis, we can help your potential donors by providing strategies designed to maximize their charitable gift.

For example, we offer a Charitable Gift Program for those who wish to support charitable causes in a meaningful way, without the time and cost associated with establishing a private foundation or endowment fund.

To learn more about Charitable Giving, contact us for the Charitable Gift Program brochure.