Philanthropy Services Let our team of philanthropic specialists help support your endowment or foundation’s unique needs.

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Philanthropy Services Details

Cadence Bank provides specialized philanthropic solutions for nonprofit endowments and foundations. Our philanthropic specialists have the experience needed to guide your institution’s strategic giving while accomplishing your long- and short-term goals.

We understand that each institution is different, so we design a customized approach to address your unique challenges and opportunities and best meet your philanthropic giving needs.

Cadence can help your foundation or endowment:

  • Perform a review of your organization’s Investment Policy Statement (IPS) and assist with drafting a new statement or revise an existing one. Once established, this statement can serve as a guide to ensure future investment decisions support your organization’s core values and goals.
  • Manage investments to grow your foundation or endowment.
  • Conduct board education and training to review your organization’s fiduciary and strategic responsibility.
  • Assist with your foundation or endowment’s capital campaigns.
  • Support and manage other donor education initiatives as needed.

Talk to our team of experienced Wealth Management advisors.

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Not Insured by FDIC | Not Bank Guaranteed | May Lose Value | Not Insured by any Federal Government Agency | Not a Bank Deposit

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