Here to assist you in attaining your organization’s financial and long-term planning goals.
We Can Help
As a foundation, endowment or other nonprofit organization, preserving and growing your assets is of vital importance to your board members, donors and most of all, recipients. We help many organizations with management of their investment accounts, as well as tailor separate accounts to match donor needs, receive and invest contributions based on investment policy guidelines, and process distribution requests. We are here to assist you in attaining your organization’s financial and long-term planning goals, so you can dedicate your energy where it is needed most.
We would be pleased
to meet with you to discuss the unique characteristics associated with your organization and develop a focused plan designed specifically for you.
Thank you for a moment of your time. Our team at The Trust Company wants to assure you that we are here to assist you through the Coronavirus outbreak in any way possible. You may have special circumstances that limit your movements or require extra attention, and we are happy to help. Please don’t hesitate to contact us with a special need.
We also want to assure you that The Trust Company has a thorough Business Continuity plan that we update regularly, and now includes this current situation. Just as when we have a hurricane, we are prepared to work from a remote location to keep business flowing. In the unlikely event that employees would need to temporarily work remotely, we can do so with the same safety and security to manage your account relationships.
Currently, we are meeting with clients in person and conducting business as usual. No matter the circumstances, we will conduct business and meetings, in person or virtual, to your satisfaction.
Again, please let us know if you need assistance in any way.
S. Albert D. Hanser Terence M. Igo Founder and Chairman Chief Executive Officer