Peoples Trust provides guidance and support to help you explore charitable trusts or accounts that align with your philanthropic goals. By collaborating with your attorney and tax advisor, we can help evaluate strategies that may offer tax advantages, residual benefits, or payments for you or your family, depending on your preferences. Our team also provides assistance with the long-term management and administration of these accounts, ensuring your charitable intentions are carried out effectively.
Foundation/Non-Profit Services
Our experienced financial professionals work with foundation/non-profit boards to ensure the effective administration and management of investment portfolios. Peoples Trust provides a range of tailored services to support foundation/non-profit in achieving their long-term objectives:
Portfolio Customization
We help develop investment portfolios designed to align with the foundation’s specific goals and objectives, providing a roadmap for sustainable financial growth.
Investment Management
Peoples Trust offers comprehensive investment management services, including asset selection, allocation oversight, and ongoing monitoring, ensuring the portfolio remains optimized over time.
Distribution & Bill Payment Assistance
For added convenience, we can handle distribution and bill payment functions, allowing the foundation to focus on its mission.
Periodic Portfolio Reviews
Regular reviews with foundation/non-profit boards or sub-committees ensure that the portfolio stays aligned with the foundation’s goals, strategies are updated as needed, and the organization stays up-to-date on their investment portfolio.
Investment Policy Development
We assist with creating and monitoring investment policies, including establishing clear goals, evaluating liquidity needs, and assessing risk tolerance, providing a structured approach to financial decision-making.
Peoples Trust is dedicated to helping you and your foundation achieve your philanthropic goals with personalized strategies, expert oversight, and a commitment to excellence.
Contact Peoples Trust
Our team offers expert advice for every stage of life and we tailor your investment portfolio to suit your goals, risk tolerance, and timeline. To learn more or discuss how our team can help you, fill out the Quick Contact form to your right or call us at (605) 217-7782.
Peoples Trust Company nor its representatives offer tax or legal advice. Please contact your legal or tax advisor regarding your situation.