JMP Charitable Management Services
Services and Literature for Banks, Trust Companies & Investment Firms
- Resources for the Trust / Investment Officer.
The Reference Edition contains 41 present value examples and discussion that are designed to bring the complex tax rules into
a comprehensible financial perspective.
- Planning major gifts. We help the trust department
or investment firm establish a reputation for sophisticated charitable
planning and compete with firms that provide these specialized services.
We are research and planning specialists providing practical tools
and reduced-rate retainer programs that combine literature and client-specific
services.
- Marketing for financial institutions. The financial institution will benefit from a Links License
for use with advisors and others in the community, or it may
consider sponsoring such a license for a community foundation,
university or other charity.
We also help institutions with their newsletters.
- Trust administration. We provide accounting, tax returns and trust reporting, allowing the bank, trust company or investment firm the comfort of knowing the
details are in the care of specialists. We also support the bank or trust company's administrators with literature and support services.
We will enter into non-compete agreements where appropriate.
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