Fiduciary Services
for Institutions
Empowering endowments, foundations, charities and other nonprofit organizations for greater impact.
Our comprehensivesuite of services
How We Partner With You
GL Trust is committed to supporting institutional and nonprofit clients, particularly foundations and endowments. Our dedicated team of experts possesses the knowledge and resources needed to address your organization’s distinct requirements. We provide customized solutions, considering the delicate balance of intergenerational equity, and offer exhaustive research and impartial analyses.
Empowering Your Organization's Mission
We understand that our client’s needs extend beyond conventional investment. Therefore, we adopt a consultative approach, which includes reviewing governance documents and offering fiduciary education. Creative Planning goes the extra mile to add value to your mission.
Additional Services We Provide
- Assistance With Governance Documents
- Comprehensive New Committee Member Orientation Support
- Annual Asset Allocation and Spending Policy Analyses
- Tailored Performance and Benchmark Reporting
- Meticulous Manager Research and Monitoring
- Investment and Fiducairy Education for Trustees
- Private Foundation Services (Grant Administration, Excise Tax Minimization, etc.)
Elevate Your Impact ThroughThoughtful Giving
Unlock the potential of your philanthropy with New Wave Advisers’ strategic approach to charitable giving.