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Bankers Trust

Bankers Trust
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Non-Profit & Foundation

Institutional Wealth Management

Nonprofit & Foundation Services

At Bankers Trust, we know that it's all about passion for the mission. Your management team, your staff and your benefactors all share the same passion that each of your activities and resources need to be organized around fulfilling that mission.

We see ourselves as a partner in helping your organization reach its potential. We seek to be a trusted advisor, providing meaningful advice and innovative solutions that will propel your organization forward.

Our services are designed to add value to your organization in a number of ways, helping you maximize the effectiveness of your financial activities while reducing their associated administrative burdens. Some of the areas in which we assist nonprofits and foundations are:

  • Retirement Plan Services
  • Liquidity Management
  • Investment Management & Portfolio Consulting
  • Custodial & Accounting Services
  • Planned Giving Program Consulting

Note: Non-Deposit Investment Services are not insured by FDIC or any government agency and are not bank guaranteed. They are not deposits and may lose value.