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We bring the same detailed, knowledgeable approach to charitable organizations, foundations and not-for-profits. Our advisors are experienced in designing plans that can help you reach your goals, build a lasting legacy and communicate with your constituencies.

Our Services for Charitable Organizations include:

  • Investment policy development
  • Disciplined investment management
  • Performance measurement
  • Grant administration
  • Trustee and agent services
  • Planned giving support
  • Timely reporting and communication

Connect with our Wealth Advisory Group team to develop strategies that strengthen your charitable impact.

Investment products used by the Wealth Advisory Group are not obligations of nor guaranteed by Lake City Bank, are not FDIC insured, are not a deposit, and may involve risk, including possible loss of principal.

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Banking Tips & Insights

Avoid These 6 Common Investing Mistakes

Investing resembles many other financial endeavors. A bit of planning, understanding yourself, and seeking advice can mean the difference between success and failure. To help you get started, we’ve gathered six common investing mistakes and how to avoid them.