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
Sign up for one of our free classes and get the knowledge you need to make smarter financial decisions.
MasterCard® Debit Card with complimentary fraud monitoring program. Pay bills, buy gas, groceries, gifts and more.
Protect your reputation and reduce expenses. Choose from three levels of personal overdraft protection to help avoid the embarrassment of a declined transaction.