TFF and FIMCO Brochure

THE FULLER FOUNDATION FULLER INVESTMENT MANAGEMENT COMPANY

®

YOU HAVE GOALS. LET US HELP YOU ACHIEVE THEM.

®

YOU MATTER TO US. You are our priority at The Fuller Foundation and Fuller Investment Management Company. Our team’s collective experience ensures that when you partner with us, you can confidently pursue your financial and philanthropic goals, making a difference at Fuller Seminary and other ministries you care about.

Our clients benefit from: • Gift and estate planning • Charitable trust and donor-advised fund administration • Professional asset management • Institutional level investments and private fund solutions • Personalized service, focusing on your goals, risk tolerance, and investment horizon • Robust performance reporting and access to high-performing fund managers

We’re here for you.

We’re YOUR foundation.

INVESTING. GROWING. GIVING. LET US HELP YOU INVEST IN THE MISSION OF FULLER SEMINARY AND OTHER CHARITIES OR MINISTRIES THROUGH A SUITE OF SERVICES.

+ Donor-Advised Fund Administration You can open a Fuller Donor-Advised Fund (DAF) with a minimum gift of $5,000 and select from five different investment strategies for the potential of tax-free growth and providing more support to charities. We can help you contribute highly appreciated assets or convert your private foundation and transfer those assets to your DAF.

+ Philanthropic Planning We help you navigate the complexities of estate design strategies with an eye toward uncovering charitable giving opportunities. A range of giftand estate-planning tools can be used to preserve assets, ensure long-term income, and benefit charities important to you and your family.

+ Charitable Trust Administration We can help establish gifts that pay you income and benefit the causes you care about most.

We have extensive experience in charitable trust administration and often serve as trustee, taking care of the accounting, tax, and investment needs of the trust.

+ Donor and Alumni Relations Our team is dedicated to caring for our donors and Fuller alumni. In addition to fundraising for Fuller Seminary, we offer information, resources, and events that encourage, inspire, and keep donors and alums connected to Fuller and its global community.

+ Investment Management Fuller Investment Management Company is an SEC registered investment advisor providing investment management services to our clients.

We work with you to understand your goals and provide an integrated, team-based approach to meeting your wealth management and charitable gift planning needs.

WHY US? Trust. Honesty. Integrity.

We believe such values matter and we live by ours every day. Since our founding in 1987, we have been committed to understanding our clients’ specific goals and motives for giving. We continue to live by the Christian principles of stewardship, compassion, and generosity.

The Fuller Foundation Fuller Investment Management Company 135 N. Oakland Ave. • Pasadena, CA 91182 + thefullerfoundation.org + fullerinvesting.com

Copyright 2022