Foundations & Endowments
We believe one of the greatest rewards of financial success is being able to give back to the community. With Commonwealth Wealth Management & Trust Group you’ll receive personalized service and a seasoned team that can provide administrative and investment management services for Private Foundations, Endowments and Charitable Institutions.
We offer a consultative approach and wide range of services to meet the unique needs of individuals, families, charities, churches, endowments and not-for-profit organizations. Our committed, expert staff will tailor an investment strategy specifically to the unique requirements of your organization to ensure that charitably designated funds and endowments provide a lasting legacy for our community.
Foundations & Charity Endowments services include:
- Consultative approach to establishment, planning and implementation
- Investment management to meet short- and long-term goals
- Continuous monitoring of your investment objective
- Frequent meetings to review investment performance
- Safe, secure custody of your assets
- Socially-conscious investing customized for your organization
- Easy-to-understand financial statements
- Secure, online access to account information
- Distribution management and cash flow analysis
- Tax planning and compliance
- State and federal reporting
With years of expertise in the non-profit sector and an innovative range of products and services, we can help streamline financial operations, maximize cash flow, manage risk and achieve the investment objectives that will allow charitable organizations to carry out their giving mission.
Not FDIC Insured. Investments Not Guaranteed. Investments May Lose Value. Fees may apply for services. Consult your tax attorney or CPA for details on tax benefits.