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

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