U.S. trust services
A reliable, experienced trustee is crucial to ensuring your wishes are carried out, no matter how complex your needs are. With our team of seasoned professionals, you’ll find the fiduciary and asset manager you’re looking for.
Philanthropy and grants management services
What causes do you want to support — and how can you ensure your philanthropic contributions are put to the best use? Philanthropy done well requires specialized planning and attention. Our specialists are ready to help you professionalize grant making and grants management for your private foundation or charitable trust. We work closely with your key decision makers and take on the administrative and operational tasks so you can focus on the impact you want to achieve.
Whether you need assistance with day-to-day management of your philanthropic organization, or could benefit from an entire suite of services, J.P. Morgan Private Bank is ready to help your organization reach its potential through grants management services tailored to your needs.
Services we offer U.S. philanthropists
- Seamless client service for grants management, including coordination with the principals and others involved in daily operations of your foundation or charitable trust.
- Service and monitoring of administrative, operational, financial and tax-related foundation account activities.
- Oversight of the grant application process, including collection, processing, distribution and communications.
- Protection of your philanthropic interests through screening of foundations and grant applicants. Our due diligence includes reviews of boards of directors, conflicts of interests, grantees’ finances and organizations’ stability. We also can identify additional grant recipients when funding options are limited, as well as make grant recommendations.
- Development of strong professional relationships with nonprofit organizations and local communities.
- Preparation of necessary materials for board or foundation meetings.
- Verification of compliance with legal requirements and governing instruments.
- Maintenance of files in accordance with IRS and account procedures.
* As of December 2020.
-
-
U.S. estate services
Picking the right executor—and the right team of supporting professionals—can make a meaningful difference in how easily and efficiently your loved ones will receive their inheritance. And how well your plans are carried out.
-
International trust services
If you’re a client outside of the United States, we can provide our international trustee and trust administrative services from 25 locations across the globe.
-
Delaware trust services
Our Delaware trust administration team is powered by almost 60 on-the-ground specialists who understand nuance of local trust law.
-
Specialty asset management
Our specialty asset teams help manage the day-to-day operations and preserve the long-term value of non-financial assets in your trust or estate, such as real property, private businesses and mineral interests.
-
Philanthropy and grants management services
U.S. clients looking to make the work of their private foundations and charitable trusts more effective can partner with our deeply experienced specialists.
