Investment Management for Organizations

Investment services beyond measure

In addition to the vast services available to partners seeking investment management, TPF also offers developmental, operational and planned services to further help achieve your organization’s defined efforts and goals.

Development Services

TPF’s development services are dedicated to providing a donor development staff that can assist in carrying out your organization’s goals through:

  • On-site legal seminars and consulting
  • On-site training for leaders
  • Publicity and media campaigns
  • Free education for prospective donors
  • Free administration of life income gifts*

Operational Services

When it comes to fiduciary maintenance and paperwork, TPF sorts everything out in a precise and organized manner. Our operational services include:

  • Master custody and unitized endowment funds administration
  • Designated gifts and life income plans administration
  • Non-working mineral interests management
  • Agent representation when receiving gifts in the form of securities
  • Certain appreciated assets*
  • Customized reporting and financial reporting packages
  • On-demand reporting

Legacy Giving Solutions

The resources necessary for tracking, reporting and administering Planned Gifts can be complex and expensive. That’s why our knowledgeable staff is equipped with the resources necessary to automate processes while maintaining dedicated, personalized attention. Options include:

  • Charitable Trusts
  • Administrative services for Charitable Gift Annuities
  • Donor Advised Funds
  • Designated Donor Funds
  • Liquidation and processing of securities or other appreciated assets

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