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North Central Trust Company offers a
wealth of experience and expertise regarding
charitable gifting, foundations, and
not-for-profit organizations. We understand
the importance of philanthropy and will
work to ensure the continuance of its
vital benefit to our communities. We
are well versed not only in the investment
of an organization's assets, but can
also provide valuable insight into issues
such as government reporting, tax planning,
and distribution requirements. Our unique
combination of experience, personalized
services, independent status, and diversified
investment
philosophy make North Central Trust
Company an ideal choice for assisting
with your philanthropic wishes. Our
comprehensive philanthropic services
include:
Investment Management
- Clear explanation of investment philosophy
- Rationale for each investment offered
- Continual monitoring and regular
reviews
- Contact/advice/input based on client
needs
- Monthly report on investment information
and performance numbers
- Attendance at Finance Committee and
Board meeting as requested
- Quarterly investment management newsletter
Administrative & Record
Keeping
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Quarterly and Annual
reporting (or monthly, if necessary)
to track contributions, disbursements,
earnings, and expenses
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Calculation of
Annual Distribution based on spending
rate
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Record on contributions,
by Donor if desired
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Accounting preparation
for auditors
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Joint educational
presentations with your organization
on topics such as charitable gifting
and estate planning
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Charitable tax
planning ideas for donors
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Corporate Trustee
services at no additional charge
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Copyright © 2004 North Central Trust Company |
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