Services for Charitable Organizations
Investment products used by the Wealth Advisory Group are not obligations of nor guaranteed by Lake City Bank, are not FDIC insured, are not a deposit, and may involve risk, including possible loss of principal.
We bring the same detailed, knowledgeable approach to charitable organizations, foundations and not-for-profits. Our advisors are experienced in designing plans that can help you reach your goals, build a lasting legacy and communicate with your constituencies.
Our services include:
- Investment policy development
- Disciplined investment management
- Performance measurement
- Grant administration
- Trustee and agent services
- Planned giving support
- Timely reporting and communication
Investment products used by the Wealth Advisory Group are not obligations of nor guaranteed by Lake City Bank, are not FDIC insured, are not a deposit, and may involve risk, including possible loss of principal.
