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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.

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
  • 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

Charitable and Endowment Services are not affiliated with Raymond James Financial Services, Inc.

Fulton Financial Advisors operates through Fulton Bank, N.A. and other subsidiaries of Fulton Financial Corporation.

Securities and Insurance Products:
•Not FDIC-Insured •Not Insured by any Federal Government Agency
• No Financial Institution Guarantee •Subject to Risk
•May Lose Value •Not a Deposit