Charitable Advisory Services

Charitable Advisory Services Overview

Who could benefit from Charitable Advisory Services? 

We offer non-profit executives the convenience of having a single point of contact for all of your organization’s financial needs. 

Why Ultrimal Investment?

We have in-house expertise in:

  • Asset management
  • Account administration
  • Gift planning
  • Fund-raising
  • Fiduciary governance
  • Commercial banking

The benefits our services can bring to your organization

  • Coordination between invested assets and banking services, including lending and cash management
  • Cost savings through better efficiencies
  • Direct, local access to industry-leading advisors
  • Better assurance of compliance with government regulations
  • Minimized liability exposure by having Ultrimal Investment serve as your fiduciary
  • Better control of your financial situation with professional investment management
  • Tracking of Board designated, restricted, and unrestricted funds

Let's Start The Conversation

 

* This is a hypothetical scenario based upon typical experiences. Any resemblance to actual individuals, living or dead, is coincidental.

 

Investment and Insurance Products Are:
Not FDIC InsuredNot A DepositNot Insured By Any Federal Or State Government AgencyNot Bank GuaranteedMay Lose Value

Let's Start The Conversation

 

Our Client Advisor has made such a difference! They understand our day to day challenges. By having  Ultrimal Investment serve as our fiduciary, our organization can get to the business at hand  – our mission to serve those who need it most.* 

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