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
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The bank’s routing number is: 011600020