First American Trust believes in the importance of strategic philanthropy and its enduring impact on the community for present and future generations. We also believe that the benefits of philanthropy are two-fold: While a charitable organization gains tremendously from the support, the family that donates is enriched. We work closely with families who desire charitable strategies, and with foundations and endowments that require investment and trust services, to enable preservation and growth of portfolios.
Our work is collaborative with each family and its advisors, identifying available strategies that will meet their charitable goals. We evaluate alternatives that are best suited in today’s environment to meet your goals and objectives, and we can assist with charitable vehicles that include private foundations, charitable remainder trusts and charitable lead trusts.
For Foundations and Endowments
Our seasoned advisors work closely with nonprofit organizations to help assess current and future goals. A customized portfolio is designed to manage risk and ensure that the organization meets its established grant-making targets. Portfolios are carefully managed with periodic reviews of account administration to ensure compliance with applicable laws and regulations. Some personalized services offered to nonprofit groups.
Our Services Include:
- Charitable consulting and advisement
- Investment policy consultation
- Optimal asset allocation
- Distribution administration
- Periodic review of objectives & rebalancing
- Quarterly performance measurement
- Online access
Our Personal Commitment
First American Trust has long believed that the health of our community depends on the generosity and support of the local business community. We encourage our employees to choose charitable activities and we support this through financial resources for hands-on group community projects or event sponsorships. Our employees are active in community outreach activities; we are proud of their involvement through Board membership, volunteering and donations.