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.
