Peoples Trust can assist you with exploring the different types of charitable trusts or accounts that may be the right fit to meet your charitable intent. Working closely with your attorney and tax counsel we help you determine how different strategies can provide you with various tax deductions and benefits, residual benefits or payments to you or your family (if desired). Depending on the type of account, we can assist you with the long-term investments and administration.
Foundations
Our investment and financial professionals work with many foundations in the administration and management of their investment portfolio. We foundation boards with:
- Development of a customized portfolio to meet the foundation’s long-term goals and objectives
- Ongoing investment management including investment selection, allocation oversight and investment monitoring
- Distribution and bill payment functions (if desired)
- Periodic portfolio reviews with board and/or sub-committees
- Investment policy development and monitoring including goals and objectives, need for liquidity, risk tolerance, etc.
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.
Investment products are not FDIC insured, not a bank deposit, not guaranteed by the bank or any U.S. Government Agency and principal may lose value. Peoples Trust Company nor its representatives offer tax or legal advice. Please contact your legal or tax advisor regarding your situation.