The Trust Company of Tennessee has a culture of giving. We share your desire for your organization’s mission to serve our community and enrich its legacy. That’s why we’re committed to provide you with guidance that will help you fulfill your vision. We’ll help you promote the success of your organization through sound investment and administrative practices.
Foundations, endowments and quasi-endowments face a unique set of challenges as they strive to serve our community and enrich its legacy. The Trust Company of Tennessee provides a local solution to these challenges. We leverage the combined knowledge of a team of experts to put your money to work for you, for the long run.
Whether you’re just beginning to put your money to work or you’re feeling overwhelmed and looking for a guide, we can provide sound investment advice and help implement crucial administrative practices.
How we partner with you:
- Formation of your investment committee
- Creation of investment spending policy (ISP)
- We serve as fiduciary, protecting your assets and ensuring their longevity
- Strategic planning for long-term funds
Presentation Topics
The Trust Company of Tennessee offers experts to discuss the following topics at business, civic or community group meetings.
- Aligning Investments with Your Mission: How to align your organization’s values with your investment goals by incorporating mission-aligned investing.
- Approaching Donors about Qualified Charitable Distributions: How Qualified Charitable Distributions (QCDs), distributions directly from IRAs to charities, work and what the IRS requires. We’ll also provide talking points on how to approach donors so that your organization can receive QCDs.
- Nonprofit Investing Best Practices & Trends: Sort through 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.
The Trust Company of Tennessee does not charge a fee for speaker presentations. We request at least four weeks of advance notice for scheduling.
To request a speaker for an upcoming program, submit the preferred presentation topic; name of the group; meeting location, time and duration; number of anticipated attendees; a description of the organization’s membership; and a phone number and email address of a primary contact.