Institutions & Endowments
For more than 30 years, we’ve proudly partnered with large and small institutions and non-profit organizations to promote their mission and growth.
Our service to non-profit clients began at our firm’s inception, and today we remain just as dedicated to providing the best possible service to meet the unique needs of our institutional clients.
With a desire to serve deeply ingrained in our culture, our Wealth Advisors and principals routinely sit on non-profit boards in their communities, sharing perspective gained from our collective experiences.
More Than Investment Management
We serve as an extension of your team, providing strategic guidance to strengthen financial stewardship and ensure compliance with best practices. Our services go beyond quarterly reviews, offering proactive support in governance, asset allocation and donor engagement to help non-profit organizations preserve capital, support missions and navigate fiduciary responsibilities with confidence.
Helping you stay oriented around what matters most—stability, impact and mission.
A Trustee-like Investment Philosophy
Our Trust Investment Committee provides the foundation for the firm’s investment decision-making at the highest level, and we maintain a “trustee-like” mindset across all relationships. Our disciplined, long-term perspective influences every aspect of our process and is particularly well-suited for endowments, foundations and other philanthropic institutions with perpetual time horizons. Some of our most successful outcomes have been with non-profit clients whose missions align particularly well with our long-term investment approach.
A Tailored Approach Centered on Your Mission
We’ll annually review and confirm that the organization’s governance procedures are sound.
Productive dialogue between the board and Trust Company during regular reviews helps ensure the account is managed in a dynamic yet consistent manner.
We’ll compare your organization’s asset allocation, spending and other policy decisions to local and national peers. We’ll also annually self-evaluate our performance through benchmarking studies and analysis.
A hands-on approach with board members and large donors can optimize gifting strategies to help you reach donation goals. Our team also assists with processing cash and stock contributions, including those made through donor-advised funds or other giving accounts.
“Over the past twenty-five years, Trust Company of the South has been a trusted and invaluable partner in growing the assets of the Alamance Community College Foundation. In early 2004, the Foundation’s financial assets totaled $4 million; today, they exceed $20 million. Through market highs and lows, Trust Company has provided steady, thoughtful guidance, consistently encouraging our investment committee to remain calm and focused on the long term. We deeply value their responsiveness, attentiveness to our needs, and unwavering support.”
Carolyn Rhode
