Looking to grow your organization's endowment?
Need to manage day-to-day banking needs?
Washington Trust has been providing non-profit organizations, endowments and foundations with smart advice across a broad range of issues that typically arise with such entities.
We have a proven track record of managing endowment and retirement fund portfolios for more than 130 non-profit organizations. As the largest wealth management firm headquartered in Rhode Island, we provide a comprehensive suite of services, including:
- Investment management services
- Trust services
- Guidance on managing giving programs
- Seminars for board members and donors
- Assistance with developing policies and procedures (e.g., gift acceptance and investment policies)