Non-Profit & Charitable Services
Our Non-Profit and Charitable Services include:
Our charitable endowment services include investment, administrative and custody services, including accounting of endowment and foundation funds, usually for tax-exempt organizations.
We offer personalized investment portfolios designed to meet the needs of our clients and fulfill their objectives. Individuals, organizations and corporations can benefit from our comprehensive investment strategies that utilize individual securities and/or mutual funds*.
C&N can custody assets for those individuals or organizations who wish to manage their own investments.
Contact us, toll-free, at 1-800-487-8784 or via email: firstname.lastname@example.org.
*Some products are not FDIC insured or guaranteed, not a deposit or other obligation of the bank, not guaranteed by the bank and are subject to investment risk, including the possible loss of the principal amount invested and are not insured by any other federal government agency.