Extraco Wealth & Trust helps foundations and endowment boards manage fiduciary responsibilities, grantmaking and long-term stewardship with clarity and care.
Endowment & Foundation Services
Services at a Glance
We Help Manage the Responsibilities
Behind Your Endowment
Managing an endowment means keeping up with investments, board responsibilities, grants, records and compliance. Extraco Wealth & Trust can step in where you need help, from handling a specific responsibility to coordinating several services together.
Foundation Need
How We Help
Governance
Trustee, co-trustee or agent services; policy support; meeting materials; donor intent alignment; distribution policy guidance; and neutral third-party board support.
Investments
Investment Policy Statement review; asset allocation; manager research; rebalancing; and performance monitoring.
Grantmaking
Grant intake; due diligence; eligibility review; payment scheduling; restriction tracking; grant history; and grant communication.
Administration
Bookkeeping; reconciliations; cash management; budget support; expense processing; and auditor coordination.
Compliance
Tax reporting coordination; charitable filings; required distribution monitoring; and regulatory documentation.
Development Support
Planned-giving education; donor-facing language; marketing ideas; cultivation events; and presentations for prospective donors.
The goal is to make the workload more manageable. We can take on specific responsibilities, help your board stay organized and give your existing team additional support where it is needed.
A Flexible Relationship
Keep the Team You Have. Add the Help You Need.
Many foundations already work with attorneys, accountants, investment providers or board committees. We can work alongside those relationships or take on a larger role when your organization wants more handled in one place.
Why Extraco Wealth & Trust
Experience You Can Put to Work for Your Organization
Extraco Wealth & Trust has provided trust and asset management services since 1951. Our team can work with your board, your existing advisors and Extraco Banks† to help keep financial and administrative responsibilities coordinated.
Serving Clients Since 1951
Decades of experience in trust and asset management.
Works with Your Advisors
We can coordinate with the attorneys, accountants, committees and other professionals already supporting your organization.
Connected to Extraco Banks
When other banking needs arise, our Wealth & Trust team can work alongside Extraco Banks through a connected relationship.
