Financial Guidance

Financial Guidance

 

ONLINE TRUST SERVICES LOG IN

Whatever your financial needs, we have a team of fully trained and certified experts ready to assist you with your plans for the future.

The Bank & Trust Company Trust Department administers more than $108,000,000 in total assets, with investment responsibility for more than $40,000,000.

Contact one of the members of our Trust & Wealth Management Department today to learn more.

 Our Trust Department oversees the Elizabeth Baker Foundation Trust, the Corwin-Memorial Trust, the James & Owen Duff Trust, and the W. D. Kilton Trust funds.  These trusts regularly distribute funds to various organizations and projects that their committee members understand to be within the guidelines laid out for the management of each trust.  To be considered for a bequest from any of these funds, please fill out the application below for the trust from which you would like to petition funds, and print.  Please note the application submission due dates below. Each fund application states the number of copies to submit. The Bank will no longer make additional copies of submitted applications. Applications sent in without adequate copies may not be accepted for consideration.  Please submit proof that your organization is a qualified charitable organization under the provisions of the Internal Revenue Code Section 2055 and Section 501(c)(3) and successor sections. Applicants will be notified in writing of the committee's decision after the members meet, which is usually 1 to 2 weeks after the submission due date.

DUE DATES FOR APPLICATION OF FUNDS

  • Elizabeth S. Baker Trust - April 30, 2021
  • Corwin-Memorial Trust - December 3, 2021
  • James A. Duff & Owen M. Duff Memorial Trust - August 6, 2021
  • W. D Kilton Trust - March 12, 2021

 These links are to fillable PDF forms (download to your computer and open from download location):

Elizabeth Baker Foundation Trust Application

Corwin Memorial Trust Application

James A Duff & Owen M Duff Memorial Trust Application

W. D. Kilton Trust Application

 

You may also download the forms as Word documents:

Elizabeth Baker Foundation Trust Application

Corwin Memorial Trust Application

James A Duff & Owen M Duff Memorial Trust Application

W. D. Kilton Trust Application

 

Money Matters is a quarterly e-newsletter designed to help keep you informed on financial topics such as investments, wealth management, and retirement planning.  Click on a monthly issue below to read.

April 2019

June 2019

August 2019

December 2019

January 2020

March 2020

September 2020

November 2020