Charitable Trusts, Foundations and Other 501(c)(3) Organizations

You want to make a difference and leave a legacy. A charitable trust or foundation may be the vehicle you need to make that happen.

Iowa Savings Bank’s Wealth and Trust Management Group assists many groups and individuals in creating and administering charitable entities. ISB provides you with relevant information on potential charitable frameworks and works with you, your group, and your legal advisors to determine and achieve your charitable goals.

ISB has extensive experience in the administration and management of charitable entities. ISB administers a wide variety of charitable trusts, foundations and other 501(c)(3) organizations. Administration by ISB of these entities includes:

Asset management, conservation and growth
Publicly announcing grant opportunities and requirements
Documenting and administrating grant applications
Announcing and fulfilling grant awards
Monitoring grantee compliance
Maintaining appropriate records and accountings
Complying with state and federal requirements for charitable entities, and
Keeping to the intent of the charitable entity’s purpose

Contact the Wealth and Trust Management Group at ISB with questions about your charitable objectives, or for help administering your charitable entity.

Disclosure: Trust funds are not FDIC Insured | No Bank Guarantee | May Lose Value | Not a Deposit | Not Insured by any Federal Government Agency