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