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This online portal allows you to review your assets and receive the most up-to-date information regarding your account.

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Introduction

With a full range of charitable giving strategies available to help define your legacy, our experienced team can help you choose and manage one that is right for you. We offer strategic guidance to help you pursue your mission and achieve your charitable objectives, and increase administrative efficiencies to give you more time to focus on what matters: your mission.

Charitable giving services include:

  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Private Foundation and Public Charities Management
  • Gift Annuities Administration

Let’s talk.

Nick Gesouras

Nick Gesouras
SVP & Senior Trust Officer
(419) 524-0831 ext. 1635

Beth Myers

Beth Myers
AVP & Trust Officer
(419) 524-0831 ext. 1661