North Central Trust Company is well
versed in the unique tools necessary
for making strategic charitable investments
in today’s modern marketplace.
We are fully capable of handling the
special administrative services required
by these various tools and can provide
you access to a full menu of philanthropic
services designed to help you meet your
philanthropic goals.
Charitable Remainder Trusts
Charitable remainder trusts are the
choice of many North Central Trust Company
customers, providing an income stream
tailored to their specifications for
as long as needed, with the remainder
of the trust gifted to charity posthumously.
Direct Gifts to Charities
North Central Trust Company can assist
in substantial one time or scheduled
(semi-annual, annual, etc.) gifts to
the charitable organization or cause
of your choice. We can offer advice
and assistance in the planning and implementation
of this type of charitable gifting.
Private Foundation
A private foundation is a good vehicle
to obtain an immediate tax deduction
of the value of the assets contributed,
while retaining control over the assets
donated. In addition to tax benefits,
a private foundation can be extremely
satisfying and enjoyable through the
reinforcement of values and beliefs
important to the community at large.
From the initial IRS application and
sample documents to the continued investment
management of funds, we can assist in
creating a financial vehicle that provides
for family members for future generations.
Endowment Funds/Foundation
Trusts
With many such accounts currently under
management, we understand the long-term
needs of these institutions. Working
as a team with committee members, we
bring a variety of financial scenarios
to the table for discussion and review.
Then, we guide the group in matching
the long-term needs and goals of the
endowment or foundation with the investment
tools that best accomplish those goals.
As a result, the benefits of the endowment
or foundation can be enjoyed by generations
to come.
Not-for-Profit Organizations
When you select North Central Trust
Company, you will have peace of mind
knowing that the investment options
and administrative and record keeping
aspects of your portfolio, critical
to maintaining a not-for-profit organization,
have all been reviewed by experienced
professionals. Whether your organization
seeks Total Return with spending limits,
or a Principal and Income strategy,
North Central Trust Company can assist
in establishing a financial plan to
meet organizational objectives, thereby
ensuring the longevity and financial
stability of the organization’s
important mission.
