Charitable Trust Management

Whether your organization is seeking to establish an endowment fund or a charitable trust, TD Banknorth Wealth Management Group offers personalized service and a seasoned team that can provide turnkey establishment and management services.

Our professional services and strategies ensure that your organization reaps the maximum allowable benefits. We are not just an investment management firm. Our network of financial resources and solutions can provide everything you'll need to grow and manage your fund or trust now and in the future.

From donor recruitment services to accounting, tax planning and attorney consultation, we will guide you through every step of establishing an endowment or charitable trust that's right for your organization.

Presentations and seminars to trustees and donors
Consultation to donors and their professional advisors
Investment management of institutional funds
Pooled life income funds
Management of charitable annuity trusts
Individual charitable remainder trusts
Planned giving strategies
Sub-accounting for consolidated funds

Charitable Trust Management

Services

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