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CHARITIES & INSTITUTIONS

Maximize your assets and your impact

Find the right strategy to make the most of your funds and grow your mission.

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A Stronger Organization Makes a Stronger Community

At F&M Trust, we bring over 120 years of experience in Trust & Fiduciary services, proudly supporting nonprofit organizations with their charitable goals through strategic financial guidance and trusted education.

With a wealth management team boasting more than 150 years of combined expertise, we are dedicated to delivering consistent, long-term results to maximize the vital impact of nonprofits across our community. 

As a trusted local community bank, let us help you build a personalized plan that fosters current financial success and ensures a long-lasting legacy.

PROCESS AND PHILOSOPHY

Guiding you to a secure future with strategy and care

You can count on our team to guide you through a comprehensive investment process, helping you pinpoint your financial priorities with robust educational resources and guidance. We assist with establishing tailored endowment solutions and work closely with you to develop a custom investment policy statement, documenting your objectives and providing a framework to guide your investment decisions for lasting impact.

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Strength and Stability You Can Trust

When it comes to managing wealth with you, there's one word that supersedes all others. Confidence. When you have this, the rest becomes easy.

Since 1906, F&M Trust has provided a comprehensive range of wealth management services tailored to meet the specific needs and goals of each client. 

As a local community bank with over $1.4 billion in assets under management, we’ve built long lasting relationships with our clients and genuinely care about helping them succeed in building a more secure financial future.

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REACH OUT TO GET STARTED

Ready to Help

As a trusted local community bank, we’re committed to serving our neighbors. Our local financial pros live in the communities we serve and care about your success, delivering personalized service and knowledgeable support every step of the way.

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WEALTH SERVICES

Building confidence in your future

We believe wealth management should be personal no matter your journey. That’s why we take a strategic, holistic approach tailored to your goals and guided by experienced professionals who care.
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Retirement

Tailored retirement planning to help you achieve financial security and peace of mind for the future.

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Investing

Personalized investment strategies designed to help you grow and preserve your wealth over time.

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Charitable Giving

Guidance on creating impactful charitable plans that align with your values and philanthropic goals.

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Education Planning

Customized solutions to help you save and prepare for you or a love one's education expenses.

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Trust & Estate

Comprehensive services to protect your legacy and ensure your wishes are fulfilled.

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Business

Future-focused strategic planning that reflects your goals and the needs of your business

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Nonprofit

Financial guidance and education that empowers you to maximize your organization's mission and impact.

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Frequently Asked Questions

Contact F&M Trust

Nonprofit organizations are vital to our community. The stronger an organization is, the stronger its impact can be. Our team offers more than financial services; we take a partnership approach acting as a trusted resource for many areas of financial guidance. From internal investment policies to endowment structures, to donor education, our goal is to maximize your impact and legacy. Contact us to get started!

Financial resources are crucial to a nonprofit organization. Reach out to our team to schedule an appointment to review your current structure and policies, performance, financial goals, and vision for the future to establish a personalized strategy to best support your organization.