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Tax-Exempt Advisory Group

Wachovia’s Tax-Exempt Advisory Group has more than 25 years of experience providing specialized comprehensive financial services to non-profit organizations.  Wachovia has dedicated the resources and the expertise to provide top-rated products and services to this unique industry.  The group works closely with charitable foundations, endowments, trade associations, professional societies, labor unions, political action committees, universities, private secondary schools, and other non-profit organizations.

The Tax-Exempt practice offers specialized, seasoned bankers to manage and partner with each non-profit relationship.  Wachovia’s bankers provide effective financial solutions through a host of customized products and services.  A sample of the overall product line includes: deposit and loan products, nationwide lockbox, cash management, insurance and investment services, employee benefits, charitable gift programs, tax-exempt bond financing, foreign exchange and interest rate hedging.

For more information on Wachovia products and services, contact your Tax-Exempt Managing Director found in Contact Us section of this page.

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