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Foundation Management

Foundation Management in North East Texas

Guaranty's Wealth Management Group assists private and public foundations in a variety of ways.   Our Services include investment and distribution policy development, asset management and recurring reviews with a foundation’s board or investment committee, review and analysis of grant applications, plus assistance with donors planned giving strategies.  We have particular expertise within our staff for both tax based planned giving and portfolio management.  For more information, contact us here.

Click here for more information regarding Private Foundations.
North East Texas Community College

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