Institutional/Government




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Endowments/Foundations/
Not-for-Profits

We have a long history of managing assets for endowments, foundations and other not-for-profit institutions. Our team approach to the administration of such accounts ensures that you receive personal and responsive service. Our relationship managers are located throughout the nation and can provide customized solutions for not-for-profit institutions, including:

  • Gift valuation and processing
  • Education strategies and assistance
  • Trustee and custodial duties for 403(b), 457 and VEBA plans

We also offer charitable trust services through our Charitable Services Group to strengthen your planned giving program. Along with the administration of charitable trusts and gift annuity pools, the Charitable Services Group provides tax and real estate services and assists with gift design, donor development and marketing strategies for your program.

Learn more about how Institutional Trust & Custody can meet your needs:

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Investment Management
Master Trust
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Institutional Custody
Cash Solutions Portal

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