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Trust and custody services for endowments, foundations, and nonprofits

Custody services for endowments, foundations, and nonprofits

We can support your endowment, foundation, or nonprofit with our specialized trust and custody services.

The need for philanthropic resources typically is highest during periods of market stress, so you need a service-focused partner with deep expertise, access to market intelligence, and aligned interests to help you overcome your investment, spending, governance, and fundraising challenges.

  • Foundation and endowment asset management
  • Donor accounting and reporting
  • Unitization/net asset value (NAV) reporting
  • Tax reporting
  • Regulatory reporting
  • Cash management
  • Performance reporting
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Have questions? Let’s talk.

See how 91ÇÑ×Ó® Custody Solutions could help you reach your unique goals.

Request to speak with a specialist

If you are either a retirement plan participant or retiree with a payment question, call our Engagement Center between 7 am and 5 pm CT at 877-877-1207 for help.

The subject matter in this communication is educational only and provided with the understanding that 91ÇÑ×Ó® is not rendering legal, accounting, investment advice, or tax advice. You should consult with appropriate counsel, financial professionals and other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements. The information shown is not intended to provide any suggestion that you engage in or refrain from taking a particular course of action.

OCIO solutions and LDI solutions are provided by Investment Solutions, an advisory team within 91ÇÑ×Ó Asset ManagementSM. 91ÇÑ×Ó Asset Management leads global asset management at 91ÇÑ×Ó®.

Custody and trust services are provided by 91ÇÑ×Ó Bank®, Member FDIC, and/or 91ÇÑ×Ó Trust Company®. These services are provided under the trade name 91ÇÑ×Ó® Custody Solutions. 91ÇÑ×Ó Trust Company is a trade name of Delaware Charter Guarantee & Trust Company.

When 91ÇÑ×Ó Custody Solutions is providing investment management services, 91ÇÑ×Ó Custody Solutions serves as the investment manager or discretionary trustee but leverages the investment expertise of 91ÇÑ×Ó Asset Management. Customers may also contract directly with 91ÇÑ×Ó Asset Management for investment management services. In those instances, 91ÇÑ×Ó Custody Solutions serves solely in a custodial or trustee capacity. Please refer to your underlying service agreements for details.

91ÇÑ×Ó Global Investors, LLC is registered with the U.S. Commodity Futures Trading Commission (CFTC) as a commodity trading advisor (CTA), a commodity pool operator (CPO) and is a member of the National Futures Association (NFA). 91ÇÑ×Ó Global Investors advises qualified eligible persons (QEPs) under CFTC Regulation 4.7. 91ÇÑ×Ó Asset Management is a trade name of 91ÇÑ×Ó Global Investors, LLC.

Insurance products and plan administrative services provided through 91ÇÑ×Ó Life Insurance Company®.

91ÇÑ×Ó Life Insurance Company, 91ÇÑ×Ó Global Investors®, 91ÇÑ×Ó Bank, and 91ÇÑ×Ó Trust Company are members of the 91ÇÑ×Ó Financial Group®, Des Moines, Iowa 50392.

Investment and insurance products are:

  • Not insured by the FDIC or any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, 91ÇÑ×Ó Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the 91ÇÑ×Ó Amount Invested

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