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Charitable and Endowment Services
| Cash Reserve Investment Management
Retirement Plan Services
| Corporate Trust
Charitable
and Endowment Services
 Your
Advisor is committed to supporting the unique needs of your
not-for-profit organization. The development of a sound investment
strategy is focused around your organization's specific objectives
for growth and income. Fulton Financial Advisors is a single
source provider offering a consultative approach and wide
range of services to meet the unique needs of charities, churches,
endowments, foundations and non-profit organizations.
Planned
Giving Calculator
As a
client you will have access to a broad range of services including:
- Sophisticated
investment management for short, intermediate and long term
goals
- Continuous
monitoring of your investment objective
- Regular
face-to-face meetings to review investment performance
- Safe,
secure custody of your assets
- Socially
conscious investing customized for your organization
- Easy
to understand statements and internet access to account
information.
If you
are an individual considering a major gift to a registered
charitable organization, your Advisor can work with you to
determine the best way to fulfill your philanthropic wishes
by using a charitable trust if appropriate to your situation.
Your Advisor will work with you to determine the right product
to suit your individual goals and provide you access to the
following services:
- Custom
Charitable Remainder and Charitable Lead Trusts
- Comprehensive
Investment Management
- Trustee
Services
- Tax
management strategies
- State
of-the-art planned giving software
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Cash
Reserve Investment Management
 As
a financial manager, you most likely have unique needs for
the management of the cash flow of your business. When cash
accumulates beyond working capital needs, we offer an extremely
innovative product that combines daily liquidity and enhanced
investment return. One of our Advisors can work with you to
put our CRIM, Cash Reserve Investment Management Account to
work for your business. Utililizing the CRIM account, you
will enjoy the following benefits:
- Preservation
of your principal
- Optimization
of returns through variation of liquid investment
- Continuation
of high issue credit quality
- Customization
of strategy to meeting your liquidity needs
We believe
that active management of your organization's cash holdings
can earn a competitive return without exposing your assets
to unnecessary credit risk.
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Retirement
Plan Services
Fulton
Financial Advisors can offer efficient retirement benefit
solutions customized to suit your business needs. If your
organization already has an existing plan, or is considering
starting a new plan, your Advisor can work with you to find
the right plan to suit your business goals. Our comprehensive
services include:
- Investment
Management with a wide range of options
- Feasibility
and plan design consulting
- Employee
communication and investment education
- Participant
recordkeeping
- Legal
and compliance reporting and testing
- Complete
account administration
- Internet
based account information access
- Customized
plans - 401(k), SEP, Defined Benefit Plans, Profit Sharing
Plans, Money Purchase Plans, Simple 401(k) and IRA plans
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Corporate
Trust
Bond Issue Services
Fulton
Bank provides Corporate Trust services for issuers of debt
instruments, most commonly tax-free municipal bonds issued
by clients who are municipalities, school districts, and municipal
authorities. We provide full control and complete record keeping
for a debt instrument issuer. Corporate Trust services include:
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Indenture
Trust
Transfer Agent
Paying Agent
Registrar
Defeasance Escrow Agent
Bondholder Reporting
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Stock Transfer
Services
For publically
traded corporations, including Fulton Financial Corporation,
we provide Stock Transfer services for our client's common
stock. Stock Transfer services include:
- Stock
Transfer Agent
- Paying
Agent
- Registrar
- Dividend
Reinvestment Plan Agent
- Shareholder
Reporting
For more
information please call 1-800-626-0255.
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