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Endowments & Foundations
Welcome to Wilmington Trust Endowments & Foundations
Our team offers philanthropic, fiduciary, and investment solutions to help nonprofit organizations throughout the U.S. meet their objectives. Scroll down to learn more, or click "Connect With Our Team" to get in touch with us today.
A Consultative and Value-Added Approach
Our National Endowments and Foundations Team assists not-for-profit organizations throughout the country with solutions designed to meet their investment and philanthropic needs.
We work with nonprofit clients either as a single investment solution provider or as an Outsourced Chief Investment Officer (OCIO).
Our team specializes in providing value-added resources that go beyond the investment relationship, such as client education programs and specialized peer reviews.
Running an endowment or foundation is hard work. It takes relentless dedication to causes that matter and a never-ending thirst for learning. Our Philanthropic Speaker Series, now offered in a hybrid format (virtual and in-person), features keynote speakers whose keen insights can help you make an even bigger difference in the community. Past topics include planned giving strategies, donor advised funds, SRI and ESG investing, and many others. Connect with our team to learn about upcoming events.
We also provide a robust library of research reports covering a variety of nonprofit sectors, including health care organizations, community colleges, public libraries, private schools, and religious organizations.
Endowments & Foundations Advisory Services
We take a consultative approach to building client-specific programs, including access to educational programs focused on timely research and trends in the nonprofit sector. Clients may participate in our Philanthropic Speaker Series to gain insights from professionals in the nonprofit sector—or take advantage of our broad array of educational articles on relevant research and trends.
Private Foundation Administration
Nonprofit administrative services are a core offering at Wilmington Trust. We understand the unique challenges facing smaller nonprofits and provide personalized services to help meet clients’ administrative needs. Through a team-based approach we work closely with nonprofits to tailor back office and corporate governance services for each client we serve.
Sustainable Investing
Our experienced team has a robust process for sustainable investing—a discipline that focuses on aligning returns with environmental, social, and governance (ESG) ethical standards. We work closely with clients to assist them with aligning their principles and their financial goals.
Institutional Custody Services
We offer a full range of domestic and global custody services to support investment management solutions for endowments, foundations, government agencies, private investment partnerships, Delaware and non-Delaware holding companies, and capital markets transactions.
Retirement Plan Administration
Wilmington Trust offers specialized competency in working with defined benefit plans and employer-sponsored defined contribution retirement plans. We can assist corporations and nonprofit organizations with fiduciary and investment services, plan design, and employee communication and education.
Outsourced Chief Investment Officer (OCIO)
When serving as an OCIO, our team oversees the entire process, which includes investment consulting, investment management, custody, access to private markets, governance support, sustainable investing options, and philanthropic education and research. Learn more.
There is no guarantee that integrating environmental, social, or governance (ESG) analysis will provide improved risk-adjusted returns over any specific time period. The evaluation of ESG factors will affect the strategy’s exposure to certain issuers, industries, sectors, regions, and countries and may impact the relative financial performance of the strategy depending on whether such investments are in or out of favor.