NONPROFIT INVESTING
Is your nonprofit, foundation or endowment facing investment or administrative challenges?
The Trust Company of Tennessee helps promote your organization’s success and fulfill the mission.
The Trust Company of Tennessee has a culture of giving and shares your desire to have a nonprofit, foundation or endowment that’s expertly organized to serve our community and enrich its legacy.
That’s why we’re committed to providing you with guidance that will help you fulfill your vision.
Foundations, endowments and quasi-endowments face a unique set of challenges. Our team provides a local solution, leveraging the combined knowledge of a team of experts to put your money to work for you for the long run.
Whether you’re just starting or feeling overwhelmed and looking for a guide, we can provide sound investment advice and help implement crucial administrative practices.
Our team can partner with you to help:
- Form your investment committee.
- Create an investment spending policy (ISP).
- Plan strategically for long-term funds.
We serve as fiduciary, protecting your assets and ensuring their longevity.
Presentation Topics
Need a nonprofit investing speaker for your group or event?
The Trust Company of Tennessee values sharing knowledge, and we have experienced subject matter experts who welcome the opportunity to share with your business, civic or community group. Our dynamic speakers are available for groups looking to explore nonprofit investing topics.
Presentation topics for nonprofit investing
- Aligning Investments with Your Mission: How to pair your organization’s values with your investment goals by incorporating mission-aligned investing.
- Approaching Donors about Qualified Charitable Distributions: In addition to pointers on how to approach donors about Qualified Charitable Distributions (QCDs), we’ll also cover how the QCD process works and what the IRS requires.
- Nonprofit Investing Best Practices & Trends: Covers management responsibilities, best practices and trends for nonprofit investing accounts including foundations, endowments and quasi-endowments.
- Starting Your Board’s First Investment Account and Committee: Tips and challenges of creating a board investment committee to oversee and evaluate a nonprofit’s investment portfolio.
- Starting a Foundation, Endowment or Quasi-Endowment Fund: Foundational aspects of essential activities to roll out foundation, endowment or quasi-endowment fund.
