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King Trust Company, N.A.
8050 Spring Arbor Road
PO Box 580
Spring Arbor, Michigan 49283
517.750.2727
800.325.8975
517.750.2752 (fax)
info@kingtrust.com
Institutional Investments
Managed Investment Accounts
Do you have additional funds sitting on the “sidelines” in low-interest money market or savings accounts? Perhaps you have a reserve or building fund that you may have set aside for some future date. Our team can put together a strategy to maximize returns while minimizing risk.
Endowment Fund Management
King Trust has extensive experience in managing endowment funds and balancing the need for flexibility of current income with the long-term growth of principal. Our team will work with your institution to identify best practices and appropriate investment allocations suited to your mission and goals.
Charitable Gift Annuity (CGA) Administration
King Trust has the legal, administrative, and investment experience to handle all facets of your institution’s CGA program, including:
1. Investment management
2. CGA donor illustrations
3. Administration (check writing, tax reporting, state compliance filings)
Donor Gift Assistance
King Trust Company, through our affiliated organization, King Trust Charitable Gift Fund, can assist donors with gifts of appreciated property (stocks, mutual funds, real estate) to fund ministry. We will work with donors (or your staff) to properly value, liquidate, and receipt the gifts, funneling the dollars to support ministry.
Contact us to see how we might assist your organization.