Overview

Welcome to Wachovia Trust Nonprofit and Philanthropic Services. Please visit the Philanthropy Journal's resource center. We at Wachovia are excited and proud to be the premier sponsor for this innovative online tool.

We hope you take a few moments to explore our comprehensive products and services, as well as the fundraising/giving, management/leadership, and marketing/communications resource centers. At Wachovia Trust, we understand that the world of nonprofits is complex. Our Philanthropic Consultants can help you rise above the details and keep your focus on your core mission - changing the world for the better. Together, we can turn your visions into reality.

H. King McGlaughon
Managing Executive
Wachovia Trust Nonprofit and Philanthropic Services

About

As the nation's premier provider of charitable services, we serve charitable organizations and philanthropic individuals by building relationships over time, using a team-based approach. We have integrated investment management, administration, compliance, tax and reporting into a professional team led by a Philanthropic Consultant who can coordinate a wide array of ancillary financial products and services. For charitable institutions, we also offer full banking and treasury services. For our individual clients, we provide access to financial planning, insurance, and estate and tax professionals.

OUR COMMITMENT

More than 140 professionals form the Wachovia Nonprofit and Philanthropic Services team. All are highly skilled leaders in their fields and have a thorough understanding of the needs, objectives, organizational characteristics and regulatory requirements of charitable institutions and their donors. We are able to provide a comprehensive array of specialized services, supported by technical innovation and financial strength of one of the most highly regarded financial institutions in the United States.

Wachovia's focus is single-minded: to enable you to manage and grow entrusted resources to meet today's challenges and create tomorrow's miracles.

SOLUTIONS FOR YOUR NEEDS

Wachovia seeks to deliver holistic solutions. Our consultative approach ensures that we are providing services that add value to your organization. Some of the types of organizations we can assist include:

• Schools, colleges and universities
• Cultural organizations
• Churches and religious organizations
• Corporate foundations
• Hospitals and medical centers
• Community foundations
• Social welfare organizations

For public charities involved in fundraising through planned giving, Wachovia specializes in services for:

• Charitable remainder trusts
• Pooled income funds
• Charitable lead trusts
• Gift annuities

For philanthropically inclined individuals, Wachovia Nonprofit and Philanthropic Services offers consulting, administrative and investment services for:

• Private foundations
• Family foundations
• Individual planned giving arrangements

We offer a broad range of accounting and tax support services for all of our clients, which include making payments to beneficiaries and filing required tax information. And we are experienced in assuring that you always are informed about any regulatory or compliance changes that may impact you.

INVESTMENTS

An integral part of our service is the ability to provide a broad range of investment solutions. Our award winning investment platform, Advantage, includes a full range of traditional investment strategies such as domestic and international equities and fixed income, as well as a wide range of alternative strategies for qualified high net worth investors. Alternative strategies include hedge funds, commodities, real estate and private equity.

Today, Wachovia manages more than $12 billion in assets for charitable institutions, private foundations and charitable trusts. With our disciplined approach to investing and a broad array of investment options, we can consult with clients regarding their fiduciary responsibilities. At Wachovia, the starting point for an investment relationship is a thorough understanding of your financial goals and investment objectives. Insights into your financial goals help us qualify and evaluate investment opportunities and risks. With this information, your Wachovia team can custom-tailor your portfolio. We offer objective advice and best-inclass investment solutions to help you change the world for the better.

YOUR VISION. OUR SUPPORT.

As a charitable organization or philanthropic individual, you seek solutions that truly make a difference in the lives of others. You strive to develop innovative and effective strategies to solve the complex problems that come your way. And you serve your community with care and compassion. At Wachovia, by listening to your concerns and needs and drawing on our experience in dealing with the challenges you face, we work together to bring your vision to life.

For more information, please contact us toll-free at (800) 462-7159, or visit us on the web at www.wachovia.com.

Services

Wachovia Nonprofit and Philanthropic Services offers the services you need to help you succeed as a nonprofit and the personalized attention you can depend on.

You have a vision for improving the world. Curing cancer, helping underprivileged children, feeding the hungry, sheltering unwanted animals, providing resources for spiritual enrichment, ensuring artistic opportunities are available to everyone -whatever your vision, we are here to help you make it a reality.

Does your organization rely on a single benefactor? A small group of supporters? Ongoing donations from a broad base? Whatever your funding circumstances, both your investment philosophy and your administrative practices must reflect a special responsibility í the responsibility your organization has assumed for the prudent stewardship of the resources entrusted to you.

The Wachovia Center for Planned Giving is the premier provider of integrated solutions for planned giving. Our reputation rests firmly on more than two decades of superior client service, in-depth technical gift planning consultation, administrative expertise and solid investment performance.

Contact

Nonprofit and Philanthropic Services Philanthropic Consultants