Charitable & Institutional Services
Nonprofit organizations (hospitals, colleges, universities, foundations, churches or cultural/volunteer organizations) and their managers who are responsible for the investment management of assets. Individuals who are interested in philanthropy.
Endowment Services
Investment of endowment and foundation funds, usually for tax-exempt or non-profit organizations.
Charitable Remainder Trusts
Provides payment of a periodic sum to a non-charitable beneficiary with a remainder to charity.
Custody Services
Safekeeping of securities, recordkeeping and administrative services.
PAL
For a detailed analysis, please call Investment Management & Trust at 1-888-584-3600 ext. 8634.
The above services are only available to Kentucky/Indiana clients through Republic Bank & Trust Company.
