Philanthropy Office

WEALTH MANAGEMENT FOR BUSINESS

Helping you change the world

We can all agree there is a lot of change that needs to happen. No matter if your cause is fighting injustice, curing disease, or adding beauty to the mundane, the Old National Wealth Management Philanthropy Office can equip you for success.

In addition to investment advice and sharing the fiduciary duties, our team can offer strategic consulting for your development activities. We are uniquely suited to provide guidance with planned giving initiatives, capital campaigns, major gift planning and board development. These services demonstrate our commitment to helping you manage and grow all the assets that help you fulfill your mission.

Our philanthropy clients usually fall into one of these categories:

Charitable Organizations/Trusts
Colleges and Universities
Community Foundations
Family Funds and Foundations
Hospitals
Independent Schools
Private Endowments
Religious Endowments

Board training and development

Our team has a portfolio of training workshops on topics like: Major Gift Cultivation, Capital Campaign Readiness, and Donor Prospect Identification. We can also address topics that are specific to your needs. Our training services also include consulting on governance issues, gift acceptance policies and fiduciary roles.

Planned giving programs

There are 77 million Baby Boomers entering their retirement years with approximately $40 trillion in assets. Now is the time to begin the conversation about their legacy with your organization. We have a four-step process for creating a planned giving program for your organization.

Fundraising strategies

Our team has experience with over 80 capital campaigns and 200 global fundraising clients. From annual appeals, to major gifts, to multi-year capital campaign, we have been successful partners for our clients. If you have questions about your fundraising operations, we are happy to help you find the answers.

Notices & Disclosures

Investment and securities information presented herein is unique to Old National Wealth Management’s approach to investment management. All information and opinions have been obtained from sources believed to be reliable and current at the time of publication, but are not guaranteed and do not claim to be a complete statement of all material factors. Examples or other representations made herein are for illustrative purposes and are not intended to be specific legal, tax, or investment advice and do not represent a solicitation.

Investments and strategies that may be presented may not be suitable for all investors. Old National Wealth Management Client Advisors and Portfolio Managers will work with interested parties to execute plans developed in consultation with their attorney or tax advisor.

The comments, views and opinions expressed herein are those of the author and Old National Wealth Management. From time-to-time, Old National Bancorp affiliates may issue reports or have opinions that are inconsistent with, and reach different conclusions from, this report. Old National Bancorp and its affiliates do not accept any liability for any direct, indirect or consequential damages or losses arising from any use of this report or its contents.

Investment instruments utilized by Old National Wealth Management are not FDIC insured, are not deposits or other obligations of Old National Wealth Management, Old National Bank, its parent company or affiliates, and involve investment risk including the possible loss of principal invested.

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