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.
