Pooled Special Needs Trusts
Management and expertise.
For more than 30 years, our team has been there, delivering superior services to beneficiaries, clients, and their donors. See how we can help you streamline processes and enhance security, so you can devote time and resources to your mission and donor engagement.
Areas of Expertise
- Investment pools designed to meet the needs of trust beneficiaries
- Fund accounting and reporting
- Online beneficiary reporting
- Administration and fiduciary services
- Fiduciary taxes
- Electronic bill pay
- Investment management
- Beneficiary credit cards
- Management of unique assets including marketable securities, promissory notes, closely held business interests, nonmarketable securities, land contract interests, life insurance policies, fixed annuities, variable annuities, personal property, beneficial interest inherited IRA, and real estate
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