About Merrill Lynch
Non-profit companies, endowments and foundations play an integral role in our communities and in society at large. It’s of vital importance to have a team in place to continue the management/administration of these entities until its goal has been achieved. Often times, that goal is one that extends into perpetuity, hopefully continuing on a legacy or mission into the foreseeable future. We can help put you on a path of responsible growth using an investment policy statement to adhere to board guidelines and make sure that your distributions / gifts / tax reporting are all handled with care. We are always glad to have your organizations investments reviewed at no cost.