Plan Sponsors

The goal of any sound Endowment Management (PDF) strategy is to develop a well-defined investment plan that adheres to prudent investment principles while providing the investment selection services and flexibility to add value.

TIAA-CREF Trust Company, FSB will provide investment management services and will assist your organization by providing guidance in your review of investment policies. We start by assessing the objectives and determining the risk tolerance of each client.

Our portfolio managers have particular expertise in working with not-for-profit organizations, and we commit ourselves to being part of your ongoing performance review process. We strongly believe that assistance in the periodic review of investment policies is essential to our long-term effectiveness.

A Team Approach

We believe in a team approach to client servicing. Each of our clients is assigned to an account service team composed of key specialists in portfolio management, administrative services and endowment fund sub-accounting.

Portfolio Management

Your account is assigned a seasoned portfolio manager who will assume primary responsibility for your relationship and will be your contact for investment management matters, as well as for ongoing consultation with regard to your investment policy. Our portfolio managers bring extensive market experience along with access to the products and services TIAA-CREF offers.

Among other things, our portfolio managers analyze data (historical capital market rate of return data from 1926 to the present) to maintain a dynamic historical perspective on the impact of various asset classes on the portfolio. Our allocation and investment product recommendations seek to support the long-term objective of your portfolio by diversifying to achieve an appropriate balance between spending needs, risk and return.

Administrative Services

Our trust administrators coordinate support functions to ease the burden on your internal staff. Our capabilities include:

  • Safekeeping assets and settling security transactions
  • Cost-effective liquidation services
  • Processing contributions to and disbursements from your account
  • Consolidating monthly financial reporting, including cost and market accounting
  • Sophisticated performance measurement reporting

Endowment Fund Sub-accounting

Our proprietary system accommodates the multilevel sub-accounting that is critical for some institutions. Reports can be customized with a high level of detail and are fully reconciled on a monthly basis.

Trust Company Account - Services

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Planned Giving & Endowment Clients

Access to your Planned Giving and Endowment account to access reports, review account information, and more.

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