Our commitment
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The core of our commitment to your organization includes:
Trust, Banking and
Financial ServicesExpert
GuidancePersonalized
ServiceService solutions delivered with state-of-the-art technology for speed, accuracy and convenience From a team of dedicated professionals Customized and designed to your specific requirements
Integrated financial solutions
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We have a long history of supporting organizations that help improve the quality of life in the communities we serve and throughout the United States. Our vast experience helps us understand the unique needs of your organization, enabling us to provide guidance and solutions that will meet the needs of your organization and your donors.
Some of our core offerings include:
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Trust and Custody Solutions
Comprehensive trust and custody services are available, which offer:- High-touch, proactive account administration
- Timely and accurate securities processing
- Efficient cash management, including daily automated sweeps and detailed reporting with cash or full accrual accounting on a trade or settlement date basis
- Performance measurements
- Real-time online access
- Global security capabilities
- Ability to accommodate:
- Futures securities
- Options
- Real estate
- Venture capital
- Private placements
- Internal controls and written policies certifying accuracy of reports
- Through our partnerships with industry leaders, we also offer:
- Investment transition management
- Commission recapture
- Investment analytics, compliance and risk monitoring
- Trust Universe Comparison Services (TUCS)
- Global custody
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Investment Management Solutions
We collaborate with you to:- Formulate precise investment objectives
- Develop optimal asset allocation strategies to meet objectives
- Conduct investment structure analysis to ensure effective implementation
- Manage your portfolios on an ongoing basis
- Provide frequent communications
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Planned Gift Administration Solutions
You receive innovative and comprehensive planned giving services that incorporate program development and management and donor servicing. This enables you to refocus your internal resources on donor cultivation. Among the activities we support are:- Scholarship funds
- Donor-advised funds
- Charitable gift annuity portfolios
- Pooled-income funds
- Charitable trusts
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Cash Management Solutions
Our nationally recognized cash management team provides a suite of taxable and tax-exempt money market funds and uses a variety of innovative cash management strategies to customize enhanced cash portfolios according to your risk and liquidity requirements. -
Securities Lending Solutions
Securities lending is available to institutional clients with portfolios in excess of $100 million. Securities lending provides institutional clients with the potential to enhance market returns on securities held in their portfolios. BMO develops cash collateral investment guidelines in partnership with our clients that reflect the client’s risk tolerance.
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Dedicated service
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Your dedicated team will be led by a Relationship Manager who handles day-to-day administrative tasks. Depending on your requirements, the team will also include a planned giving specialist to provide technical assistance to your donors and their advisors on all types of deferred giving vehicles.
What to expect
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To support your charitable giving strategies, we provide comprehensive, reliable and scalable technology.
For example, we use an industry-leading software platform to deliver our trust and custody service. This tool was also developed to provide user-friendly navigation and export functionality. Our portal provides 24/7 real-time access which allows you to:
- View account holdings
- Monitor activity
- Forecast cash flow
- Obtain real-time quotes
- Perform online trades
The expertise of our programmers and technical staff offers a significant competitive advantage when developing customized solutions for our trust and custody clients. Ongoing enhancements in our capabilities provide you with administrative features, accuracy and timeliness.
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Many service providers tout open investment architecture, but not all open architecture platforms are the same. We believe "true" open architecture gives you access to funds from over 500 fund families with no requirement to select any proprietary offerings.
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With 24/7 online access, our user-friendly reporting tools help your organization keep track of its investments with ease and convenience.
Our secure online system lets you:- View account information
- Access performance measurement reports
- Monitor activity
- Export data
- Forecast cash flow
- Request real-time quotes
- Enter and track trades
Sophisticated yet approachable, our reporting tools make it possible for you to review and analyze a portfolio from a number of perspectives including:
- Market value reconcilement
- Investment positions
- Performance measurement
- Pending trades
- Purchases
- Sales and redemptions
- Broker commissions
- Historical statements
- Cash forecasting
- Transaction detail
- Tax lot detail
Comprehensive reporting and robust online account access enable you to stay on top of account activity at your convenience.
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While the technology behind the services we offer you is industry leading, our accounting system is enhanced and operated by experienced professionals. This ensures our systems and the delivery of our services will continue to meet the highest standards for accuracy, timeliness and efficiency.
The depth of experience throughout the team – which includes tax, reporting and giving specialists – helps us understand the specific nuances of your organization, which lets us take a more proactive approach to meeting your needs.
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BMO Harris Plus Bank at WorkSM is a bank-at-work program we make available to your employees. It has exclusive and convenient financial services, including special offers.
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BMO Securities Lending is a part of BMO Global Asset Management and represents the securities lending services provided by BMO Harris Bank N.A., offering products and services through various affiliates of BMO Financial Group.