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Foundations & Non-Profits

There are complexities and challenges foundations and non-profits face in order to properly manage financial and investment decisions. ESL Trust Services, LLC, and our experienced team of professionals can help handle these challenges with confidentiality and care.

There are complexities and challenges foundations and non-profits face in order to properly manage financial and investment decisions. Gifts and donations must be handled with confidentiality and care.

ESL Trust Services works to manage the following considerations:

  • Developing customized Investment Policy Statements aligning with an organizations needs and goals
  • Managing financial assets of the business to benefit the charities supported
  • Understanding and monitoring investment performance to mitigate future risk
  • Providing timely reporting of account activity and investment holdings
  • Reducing costs associated with the management and administration of funds

Our approach is tailored specifically to building long-term relationships and providing advice in accordance with our essential qualities: objectivity, teamwork, cost-effectiveness, stability, and confidentiality.

To learn more about our services or to schedule an appointment: