Foundations & Trusts

Foundations

Copper Leaf Financial offers consulting and investment management services for foundations and other not-for-profit organizations. John W. Davis and Bret L. Hodgdon have experience in assisting Boards of Directors in their role as fiduciaries to develop Investment Policy Statements to document and guide the investment management process.

Trusts

 Copper Leaf Financial has the ability to deliver fully integrated administrative trust services for the following types of accounts: 

  • Revocable or Living Trusts
  • Irrevocable Trusts
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Special Needs Trusts
  • Life Insurance Trusts
  • Private Foundations
  • Guardianships
  • Family Office Group