Endowments and Foundations

At LeTort Trust we have a commitment to our community and the non-profit organizations that serve our community. We understand the unique financial needs of the non-profit sector in today’s economic climate and consider all of the concerns you might have in developing a plan for your endowment.

  • Growing your endowment in a prudent, risk adverse fashion
  •  Managing the cash flow to sustain your organization’s mission
  • Mitigating the fiduciary risk of managing an endowment
  • Developing an investment policy to provide consistency to your long-term growth objectives

As an Independent Trust Company we are held to the highest standards of fiduciary oversight in the industry.  We are uniquely structured, as a corporate trustee to help non-profit organizations mitigate risk by adhering to strict investment guidelines for short and long term holdings.  Our consultative approach to financial solutions can provide a comprehensive plan to include:

  • Asset Allocation Planning
  • Corporate Trustee Services
  • Investment Management
  • Investment Policy Statement Development
  • Cash Management Planning
  • Charitable Planning Options for Donors

As a corporate trustee, LeTort Trust can become your long-term financial partner to ensure the continuity and proper oversight of your endowment funds now and in the future. We welcome the opportunity to work with you.