Foundation & Endowment Services

Foundation & Endowment Services

Many of our clients have philanthropic inclinations, giving significantly of their time and their wealth. Some use trusts and estate planning techniques to achieve their giving objectives, while others form private foundations to support their charitable objectives during their lifetimes. Many of our clients also participate on the boards of not-for-profit organizations with substantial endowment funds.

In alignment with our client’s participation with charitable organizations, Perkins Coie Trust Company also delivers services to private foundations and endowment funds. These services include:

  • Investment management – support in development of investment policy and spending strategy, portfolio construction and performance monitoring
  • Administrative support – custodial and recordkeeping services, gift and grant processing, and coordination with accountants on tax returns and audits
  • Legal services – donor gifting strategies, board governance and legal compliance counseling, and assistance with IRS rulings

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A not-for-profit organization whose board had determined that professional management of its endowment fund was necessary…MORE