The Private Trust Company brings an experienced team, providing customized trust solutions for the specialized needs of a broad range of institutions, including:
- Foundations and endowments
- School systems, colleges and universities
- Churches and religious groups
- Not-for-profit organizations and associations
- Arts and cultural organizations
Together with your professional advisors, our senior Trust Officers can provide solutions to your unique challenges, supporting your organization with the high quality service you expect from a leader in trust administration services.
Our Charitable Foundation Services
Tax Preparation & Filing
We provide comprehensive tax preparation and filing services, ensuring that foundations remain compliant with tax regulations and maximize their tax benefits.
Dedicated Team Support
Advisors are paired with a knowledgeable and dedicated trust team, consisting of a designated trust officer and trust specialist. Advisors work closely with an experienced investment officer, combining their knowledge and expertise to develop customized strategies that align with clients’ philanthropic objectives.
Customizable Solutions
Our charitable foundation services provide flexibility and adaptability to meet the unique needs and goals of each foundation. The option to choose between trustee, co-trustee, or agency allows for foundations to select the level of involvement they desired, ensuring a personalized approach to managing their charitable endeavors.