TIAA-CREF Trust Company can provide gift administration, investment management, accounting and recordkeeping, and tax preparation and reporting for your institution’s pooled income fund.
Our team of planned giving experts is familiar with relevant state and federal legal requirements and can assist you with compliance issues. We also have experience helping institutions to properly dissolve dormant pooled income funds.
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., 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.
© 2009 and prior years, Teachers Insurance and Annuity Association - College Retirement Equities Fund (TIAA-CREF), New York, NY 10017
