Endowments & Foundations
Foundations, endowments and nonprofit organizations face unique financial management and administrative challenges. Your financial-services partner should understand these challenges and support you with expert counsel and exceptional service that allows your leadership to focus on the organization’s mission.
AMG National Trust Bank serves the comprehensive needs of mission-driven institutions with extensive investment management and advice, trustee and administrative services, and banking services. Organizations rely on our investment expertise, independent perspective and portfolio management to help grow, manage and protect the assets that allow them to carry out their missions.
Leverage your investment-management relationship to get powerful financial solutions from our expert advisors. After all, the real value in building your assets is how they allow your organization to serve the community.Ballet photo: 35 Marian Faustino, CH Sarah Tallman, IBS, PH Amanda Tipton 2012.jpg – Marian Faustino in Sarah Tallman's, "In Between the Seams," Photo by Amanda Tipton
Tax-exempt organizations leverage AMG’s significant experience as well as the efficiencies gained by having your tax advisor and your investment advisor or fractional CFO team working together. When we manage your assets or provide fractional CFO services, the information necessary to prepare returns and other tax filings are at our fingertips. This allows for work to take place in an efficient and cost-effective manner. AMG’s tax department prepares all necessary exempt organization tax filings.