
Corporate Trustee Services
Trust Strategies Aligned with Your Goals
Our seasoned trust professionals bring a breadth of experience, including structuring unique trust situations, to implementing a solution aligned with your organization’s objectives.
Fiduciary oversight of your trust
From its legal framework to best-in-class governance procedures, we will:
- Create a mission statement and register your charity, providing documentation for 501(c)(3) status
- Review grant applications and assist with selection of candidate pool; pay out grants to recipients
- Ensure compliance with the tax code by calculating and implementing required distributions
- Coordinate preparation all appropriate tax returns
- Administer Charitable Gift Annuities for existing programs