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Non-Profit Solutions

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)
Let's discuss your unique financial goals.

Contact us at 800-582-1076 or email us to set up an appointment.

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Washington Trust, the "W" logo, Washington Trust Wealth Management and Halsey Associates are registered trademarks of The Washington Trust Company.
Weston Financial is a subsidiary of The Washington Trust Company. Halsey Associates is a part of Washington Trust Wealth Management, a division of The Washington Trust Company.

Not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency