Midwest Philanthropic & Institutional Services works with not for profits and institutions as well as individuals and families to ensure that your values are passed on and that your charitable good works continue to grow.
We embrace your goals and then guide you through complex administrative demands, steer you through regulatory requirements, help you realize tax advantages–all so your mission and legacy can continue into the future.
We help institutional investors:
• manage risk with strong investment advisory services, such as revising or implementing investment policy statements and spending policies
• design and implement your philanthropic program
• administer their trusts
Next Steps:
• Speak with a trust advisor about charitable trusts
• Manage your risk and maximize your returns
• Focus on your mission, not maintenance