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Trust

Leading industry advisors helping to build your legacy.
Foundation and Endowment Services

Delta Trust is proud to be associated with many successful non-profit charitable entities, foundations and family charitable planning efforts. Consistently we hear from our clients that they would like a more robust investment plan and help in designating their investment management program and in overseeing their managers. This is particularly the case where the charitable entity has less than $30 million in investment assets and limited staff expertise.

Delta Trust manages investment assets for many large and small non-profits, and we provide many of the services that are listed below to our full service clients. We would now like to offer these services to families and non-profits for which we do not manage all or only a portion of their investable assets. One can benefit from our governance and investment oversight while continuing to use investment management services of others.

Investment Portfolio Consulting:

  • Best practices on governance and investment parameters including the design of a solid investment policy statement (IPS)
  • Monitor and/or manage request for proposals (RFP) for investment managers and assist in determining optimal investment allocation
  • Regular investment portfolio monitoring
  • Trustee or board member education
  • Testamentary gift training for planned giving programs

Our staff is available for phone consultations during the year and available for all board and investment committee meetings.

Clients Deliverables:

  • Investment policy and committee process review
  • Investment manager selection
  • Comprehensive annual investment review
  • Annual trustee training
  • Quarterly investment management assessment and reporting
  • Individual staff training and regular consultation
Meet With Us

We are ready to discuss your financial needs. Scheduling a time to meet with us is simple, just click here.

Expert Spotlight
John Franklin

Click here to read the bio of John Franklin, Trust Operations Supervisor

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