A holistic view of foundations and charitable giving organizations.
We have years of experience helping foundations and charitable giving organizations with trust and tax strategies that meet their goals within the unique specifications of their tax structure. We help sustain long-term financial health through thoughtful and insightful planning.
The framework surrounding foundation and charitable giving organization trusts is often complex and driven by a multitude of needs. These trusts demand clear vision and experienced direction in order to thrive.
Our tax-oriented understanding and insights into foundations and charitable giving organizations makes Magnolia Trust Company uniquely positioned to develop successful trust strategies that create long-term organizational success.
Our custom approach.
Every foundation and charitable giving organization requires a custom tax and trust approach. Our experience and understanding of many individual organizations allows us to quickly and accurately understand the specific needs of an organization and design a strategy that achieves its goals.
Our custom approach for your foundation.
Reach out for more information on what our custom approach would be for your foundation or charitable giving organization.