Wachovia - Nonprofit and Philanthropic Services

As the nation's premier provider of charitable services, we serve charitable organizations and philanthropic individuals by building relationships over time, using a team-based approach. We have integrated investment management, administration, compliance, tax and reporting into a professional team led by a Philanthropic Consultant who can coordinate a wide array of ancillary financial products and services. For charitable institutions, we also offer full banking and treasury services. For our individual clients, we provide access to financial planning, insurance, and estate and tax professionals.

Our Commitment

More than 140 professionals form the Wachovia Nonprofit and Philanthropic Services team. All are highly skilled leaders in their fields and have a thorough understanding of the needs, objectives, organizational characteristics and regulatory requirements of charitable institutions and their donors. We are able to provide a comprehensive array of specialized services, supported by technical innovation and financial strength of one of the most highly regarded financial institutions in the United States.

Wachovia's focus is single-minded: to enable you to manage and grow entrusted resources to meet today's challenges and create tomorrow's miracles.

Solutions For Your Needs

Wachovia seeks to deliver holistic solutions. Our consultative approach ensures that we are providing services that add value to your organization. Some of the types of organizations we can assist include:

Schools, colleges and universities
Cultural organizations
Churches and religious organizations
Corporate foundations
Hospitals and medical centers
Community foundations
Social welfare organizations

For public charities involved in fundraising through planned giving, Wachovia specializes in services for:

Charitable remainder trusts
Pooled income funds
Charitable lead trusts
Gift annuities

For philanthropically inclined individuals, Wachovia Nonprofit and Philanthropic Services offers consulting, administrative and investment services for:

We offer a broad range of accounting and tax support services for all of our clients, which include making payments to beneficiaries and filing required tax information. And we are experienced in assuring that you always are informed about any regulatory or compliance changes that may impact you.

Your Vision, Our Support

For more information about Wachovia's Nonprofit and Philanthropic Services, please call us toll-free at (800) 462-7159, or complete our Request for Contact form.

All estate planning services are provided with the participation of your personal attorney who should review all such material. Wachovia does not prepare wills or trust documents-these must be drafted by your attorney.

Trust Services are offered through Wachovia Bank, N.A., a national banking association and subsidiary of Wachovia Corporation, or Delaware Trust Company, N.A., a subsidiary of Wachovia Bank. Trusts that have their situs in and are governed by the law of Delaware, use Delaware Trust Company as the trustee.

Services from Wachovia Wealth Management may not be available in all states.

NONPROFIT AND PHILANTHROPIC SERVICES

Our Commitment

Solutions For Your Needs

Your Vision, Our Support