In today's economy, non-profit organizations must rely on private funds to support their efforts. Whether assets are garnered as large individual gifts or pooled assets from fund drives, their careful management is crucial to providing the growth and income necessary to the ongoing operation of the organization.
The experienced trust professionals of Regions Morgan Keegan Trust can assist non-profit organizations in establishing and administering endowments or foundations, as well as managing and investing funds deposited to these entities. We work closely with your organization to determine investment goals and to establish an appropriate investment policy. Regions Morgan Keegan Trust will also provide ongoing reporting and re-evaluation of the investment policy.
Additionally, Regions Morgan Keegan Trust advises individuals with regard to charitable donations. Through a charitable remainder trust, individuals can pass significantly appreciated assets to a non-profit organization, receive a tax deduction and continue to receive the cash flow from the donated assets. Our trust staff is well versed in the use of charitable remainder trusts and other options available to donors.
