Foundation Management

Foundation Management

The Money Management Group at Ephrata National Bank provides foundation management to some of the area’s largest charitable foundations including the Brossman Charitable Foundation, the J. Harry Hibshman Charitable Trust, and the Irene Weidman Trust. Our support of these numerous local and regional causes results in thousands of dollars being disbursed in our communities each year.

Our experienced team of professionals can work with your executive body to develop a customized plan for the management and distribution of the assets of your charity or foundation. As part of your management package, we provide a personal point of contact for your organization, as well as online access to view your assets at your convenience.

To learn more, contact us at (717) 733-6576 or (877) 773-6605 or complete this form.

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Investment Disclosure

Investments are not FDIC insured, are not deposits or other obligations of the bank or guaranteed by the bank, involve risks, including possible loss of principal amount invested.

Fees for Ephrata National Bank’s Money Management Group services are based on the degree of responsibility assumed by the department, the market value of the assets assigned to the account and the amount of income earned. In most cases, fees may be deductible for income or estate tax purposes.