Charitable Services

Not-For-Profit Accounts

Charitable Services

Not-For-Profit Accounts

Consider a partnership with a group of professionals who have worked with charitable organizations since the late 1950’s: the Hills Bank Wealth Management Team.

We manage not-for-profit accounts in a manner consistent with the mission of your organization. With a broad range of experience working with charitable accounts, our team adheres to your portfolio distribution needs/requirements and uses an aggregate allocation that takes into consideration reasonable and realistic risk/return expectations based upon capital market projections.

As part of our services, we will provide:

Assistance with designing, implementing, and reviewing your investment policy statement (IPS). A comprehensive and well-written IPS is crucial to maintaining a successful investment program. 

The investment policy statement serves as a conclusion to the strategic planning process by outlining:

  • General investment philosophy
  • Asset allocation
  • Risk tolerance
  • Return expectations
  • Manager selection and monitoring
  • Control procedures

Policy documentation will also assist in fulfilling fiduciary duties by serving as a communications tool to all interested parties.

For more information about our non-profit and charitable giving services, contact an Investment Professional online or call us at 1-800-899-8858.

Please note that neither Hills Bank nor the Hills Bank Trust and Wealth Management Department provide tax or legal advice. You should always consult an attorney along with a tax professional to determine how to prepare the best estate plan for your situation. Investment products are not a deposit, not FDIC insured, not insured by any federal government agency, carry no bank guarantee, and may go down in value.