Meeting your organization’s long-term mission can be overwhelming when you are juggling tight budgets and the expectations of those you serve. You need a financial partner who helps you make the key decisions that affect your organization’s financial future.
At Commerce Trust Company, we understand that non-profits must frequently make the most of underfunded resources — usually while facing a growing need for services. From establishing an investment policy statement to maximizing the relationship you have with your staff and executive board, the Commerce Trust team can help. We collaborate with our clients, providing access to a host of tools designed specifically to address the issues non-profits face and customizing our services to meet the unique needs of every organization we serve.
Foundation and endowment services include:
- Mission and strategy development
- Advisory services
- Management and governance
- Grant making
- Due diligence
- Portfolios constructed to maximize returns at an agreed-upon level of risk and to reflect the Investment Policy Statement that we define