Not-for-profit organizations rely heavily on endowments and planned giving to fund key elements of their missions. TIAA-CREF Trust Company, FSB offers expert trust, administrative and investment services especially for colleges, universities, and other not-for-profit institutions.
With TIAA-CREF's long-standing commitment to education and research, TIAA-CREF Trust Company is uniquely positioned to understand and anticipate the financial needs of your organization. Our portfolio managers work with you to implement customized portfolio strategies and determine asset allocations appropriate to your institution's goals, while our menu of proprietary and third-party institutional mutual funds offers broad diversification under the guidance of specialized investment professionals.
In addition, TIAA-CREF Trust Company can handle all aspects of your planned giving program, from administering gift annuities, pooled income funds, and charitable trusts to tax planning and technical services. Our approach is to assist our clients in managing their planned giving assets and enhancing our donor relationships.
Expert investment management, diligent cost control, and TIAA-CREF's commitment to not-for-profit organizations—put them all together, and it's easy to see why the TIAA-CREF Trust Company may be the ideal partner to help your institution succeed.
TIAA-CREF Trust Company specializes in investment and endowment management, planned giving, and other services to education, research, and not-for-profit organizations in the United States, regardless of whether they currently participate in the TIAA-CREF retirement system or sponsor other TIAA-CREF programs and/or services.
Locate an Institutional Investment and Trust Consultant to learn more.
Investment products are not insured by the FDIC; are not deposits or other obligations of TIAA-CREF Trust Company, FSB; are not guaranteed by the TIAA-CREF Trust Company, FSB; and are subject to investment risks, including possible loss of principal invested.
The tax information herein is not intended to be used and cannot be used by any taxpayer for the purpose of avoiding tax penalties. It was written to support the promotion of TIAA-CREF Trust Company, FSB. Taxpayers should seek advice based on their own particular circumstances from an independent tax advisor.
TIAA-CREF Individual & Institutional Services, LLC, and Teachers Personal Investors Services, Inc., members FINRA, distribute securities products.
Access your Trust Company account to check balances, review transactions and more.
Access to your Planned Giving and Endowment account to access reports, review account information, and more.
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