Managing Your Private Foundation

 

Administering a foundation can be complex and time consuming. We offer administration and portfolio management as trustee or investment manager, while you or your family members retain control of the philanthropic activity.

 

Case Study: Charitable Giving

 

INVESTMENT PRODUCTS:
NOT FDIC INSURED • NOT A DEPOSIT
NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
NOT BANK GUARANTEED • MAY LOSE VALUE

Services include:

  • Setting investment policy
  • Creating grant guidelines
  • Reviewing the use and application of grants
  • Reviewing trust documents when applicable
  • Completing monthly valuations
  • Monitoring annual distribution requirements
  • Assisting with the preparation of state and federal tax reports and returns
 
Related Links

Charitable Planning

Investment Management

Estate Planning

Trust Services

 

© Broadway Bank. Equal Housing Lender. Member FDIC
210.283.6500 • Outside San Antonio call toll-free 800.531.7650
1177 N. E. Loop 410, San Antonio, Texas 78209