Questions about Non-Profit, Foundation or Endowment Investments
A sample of the questions we can address:
- How should we invest to balance our current and future needs?
- How much can be drawn upon for current operations without jeopardizing future support?
- What are the tax considerations for donors of different methods of giving?
- Do we have an investment process in place that meets our responsibilities as a fiduciaries and stewards of the funds entrusted to us.
Not FDIC Insured
Not A Deposit
No Bank Guaranty
May Lose Value
Pay your bills and do your banking all from your computer–anytime of day or night, any day of the week. Try our free demo or sign up online today.
Our Adjustable Rate Mortgages can mean powerful savings-with more money in your pocket each month. Plus, our superior, local customer service gives you added peace of mind. Apply today.
Get cash back on Debit card purchases, enjoy FREE Online and Mobile Banking, surcharge-free access to 55,000 Merchants Bank and Allpoint ATMs. Click here.