VIEW TABLE OF CONTENTS
ASSET MANAGERS Charitable Giving / Donor Advised Funds
FIDUCIARY TRUST COMPANY
Philanthropic Program
Over the past year, Fiduciary Trust has demonstrated excellence in the firm’s enhancements to their Donor-Advised Fund services. New creations include a Fiduciary Flexible Endowment Fund™, direct international DAF grant capabilities, and bulk grant recommendation upload capabilities. FTC has also engaged clients and prospects through a website overhaul, updates to their marketing collateral, and the addition of two new senior professionals to their team of highly trained staff. Within
the last year, the firm has sponsored a webinar with Trusts & Estates, launched a DAF services video and other timely insights, and hosted an exhibit at the 2023 Heckerling Estate Planning Conference. These achievements showcase the firm’s commitment to innovation, engagement, and growth in the philanthropy sector.
Fiduciary Trust Company (FTC) is an independent, private wealth management firm focused on individuals, third-party advisors, family offices, and nonprofits in the U.S. Our capabilities include customized wealth planning, investment management, trust and estate administration, and family office, tax, and custody services. We serve nearly 1,200 clients, have earned an average annual client retention rate of 98% over the past decade, and have over $21B in assets under supervision as of April 30, 2022. FTC offers a range of charitable giving vehicles including charitable trusts, and a direct gifting and donor-advised fund program through Fiduciary Trust Charitable, an independent, public charity for which FTC serves as the administrative services provider and one of several investment advisors.
20
WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
Powered by FlippingBook