Investment Management for Organizations

TPF’s development services are dedicated to providing a donor development staff that can assist in carrying out your organization’s goals through:

• On-site legal seminars and consulting
• On-site training for leaders
• Publicity and media campaigns
• Free education for prospective donors
• Free administration of life income gifts*

*TPF administers life income gifts by institution members free of charge when the corpus is given to 501(c)(3) entities and when they are aligned with the beliefs of the Presbyterian community.

When it comes to fiduciary maintenance and paperwork, TPF sorts everything out in a precise and organized manner. Our operational services include:

• Master custody and unitized endowment funds administration
• Designated gifts and life income plans administration
• Non-working mineral interests management
• Agent representation when receiving gifts in the form of securities
• Certain appreciated assets*
• Customized reporting and financial reporting packages
• On-demand reporting

* Must conform with the TPF Gift acceptance policy.

The resources necessary for tracking, reporting and administering Planned Gifts can be complex and expensive. That’s why our knowledgeable staff is equipped with the resources necessary to automate processes while maintaining dedicated, personalized attention. Options include:

• Charitable Trusts
• Administrative services for Charitable Gift Annuities
• Donor Advised Funds
• Designated Donor Funds
• Liquidation and processing of securities or other appreciated assets

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