Foundation and Endowment Services
At CNB Bank & Trust, N.A., our Foundation and Endowment Services provide strategic asset management to support your long-term mission.
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Long-Term Stewardship for Lasting Impact
At CNB Bank & Trust, N.A., we partner with foundations and endowments to provide responsible financial management that supports sustainable giving and long-term mission fulfillment. From customized investment strategies to transparent reporting, we help ensure your resources grow and remain aligned with your organizational goals—today and into the future.
BENEFITS OF CHOOSING CNB
Custom Investment Strategies
We develop tailored investment plans based on your foundation or endowment’s spending needs, risk tolerance, and long-term objectives.
Ongoing Portfolio Oversight
Our team continuously monitors your investments, rebalancing as needed, and keeps your strategy aligned with market conditions and funding goals.
Transparent Reporting
We deliver clear, comprehensive reports to help your board, donors, and stakeholders stay informed and confident in your financial stewardship.
Why Choose CNB for Your Foundation and Endowment Needs
CNB Bank & Trust, N.A. brings decades of experience in supporting charitable organizations, foundations, and endowments. We understand the importance of preserving principal, supporting regular distributions, and upholding donor intent. With a personalized approach, fiduciary responsibility, and a deep commitment to your mission, we help you make a meaningful difference—now and for generations to come.
Our Process
Discover
We begin by learning about your mission, financial objectives, and distribution needs.
Design
Our team builds a customized investment strategy that balances growth, income, and sustainability.
Implement
We put your strategy into motion, ensuring all investment decisions align with your policies and goals.
Monitor
We provide ongoing reviews, detailed reporting, and support for your leadership team to keep your plan on track.
Ready to Partner with CNB?
Let’s talk about how CNB’s experience and fiduciary care can help your foundation or endowment achieve lasting impact.
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Frequently Asked Questions
What’s the difference between a foundation and an endowment?
A foundation typically funds charitable activities, while an endowment is a pool of invested funds that supports an organization over time through annual distributions.
Can CNB help us create an investment policy?
Yes. We work with your board or finance committee to establish a sound investment policy that aligns with your goals and governance standards.
Do you work with both small and large organizations?
Yes. We support organizations of all sizes and tailor our services to meet your specific needs and resources.
What role does CNB play in our financial decisions?
We act as a fiduciary advisor—providing strategic input, investment management, and transparent reporting while your board retains final decision-making authority.
Will we have a dedicated advisor?
Yes. You’ll work with a local advisor who understands your mission and provides personalized support every step of the way.
How does CNB support our board or finance team?
We offer educational resources, regular portfolio updates, and strategic guidance to help your leadership make confident financial decisions.