Pendleton trust. We do not provide investment advice.
Pendleton trust. Matthew Donaldson, as a Senior Trust Associate at Pendleton Square Trust Company, LLC, actively supports client trust relationships, participates in business development and coordinates the transfer of new accounts. And, as you read this, we encourage you to spread the word about the Pendleton Foundation Trust to your friends and invite them to submit an application to make the City of Pendleton a better place to live. He is in the process of completing Cannon’s Trust School program to earn his Certified Trust and Fiduciary Advisor (CTFA Pendleton Foundation Trust is a non-profit, charitable organization that was founded in May, 1928. Yan plans to study Engineering Physics at Stanford University. Spousal Lifetime Access Trusts (SLATs) have become a popular estate planning tool. About the author: Derek Church is president and chief operating oficer of Pendleton Square Trust Company, a provider of trust advisor services in Nashville, TN. Investing in Pendleton and its citizens since 1928 Aug 4, 2025 · Discover Company Info on PENDLETON SQUARE TRUST COMPANY, INC. This option is a unique blend of the individual and traditional trust company characteristics as illustrated below: Foundation Trust announces grants he Board of Directors of the Pendleton for One City One Book; the ASK Committee T Foundation Trust today announced that grants, “Altrusa Serving Kids” for classroom grants; the memorial trust funds and scholarships given in 2013 School Supply Drive Committee; and the Feed totalled $135,883. After several years working on Sep 4, 2025 · The Pendleton Trust has been successful because of generous estate gifts and the memorial contributions. During his banking career, Hugh served many family-owned businesses, often during times of significant transition such as acquisitions, organic growth, or divestiture. Right Now Service At Bedford Bank, "Right Now!" is our way of saying you deserve more than just the most progressive banking services. Write and share your personal story. Dec 5, 2021 · Scholarships Pendleton Foundation Trust awards scholarships annually to graduating Pendleton High School seniors and administers several donor-established Scholarship Funds. Mar 23, 2025 · 2025 Application Reports2025 Application Reports Pendleton Foundation Trust, Pendleton, Oregon. 109 Westpark Drive, Suite 180 Brentwood, TN 37027 832 Georgia Avenue, Suite 210 Chattanooga, TN 37402 3414 Peachtree Road NE, Suite 1150 Atlanta, GA 30326 813 Ridge Lake Boulevard, Suite 230 Memphis, TN 38120 7047 E. In recent years, however, Pendleton Square Trust Company, LLC, has noticed a trend toward charitable gifting through the trust administration process. Tax Friendly Environment and Trust Strategies in Tennessee No state estate or inheritance tax No state income tax or capital gains tax on non-residents Elizabeth Hickman Elizabeth is Managing Director, Estate Services, and Senior Trust Officer for Pendleton Square Trust Company. Kevin came back to Pendleton with the opportunity to work in the family business, Pendleton Electric. ” Lindberg, a 1972 Pendleton High School (PHS) graduate and 1977 Washington State University graduate with a B. He is responsible for covering Arizona and nearby areas. Pendleton Foundation Trust is a non-profit, charitable organization that was founded in May, 1928. Greenway Parkway, Suite #250 Scottsdale, Arizona 85254 Pendleton Square is a chartered trust company providing independent, non-investment trustee administration and advisory services to families. In this role, she provides leadership for the estate and special assets division of the company and serves families and their advisors in administering complex estates and family trust relationships. As an independent corporate trustee, Pendleton Square’s fee for trust services has always been clearly distinguishable from the third-party investment fees. Pendleton Square’s vision is to be the premier independent trust company serving families and advisors with a client-centric approach, technical expertise, best-in-class technology, and the advantages of a Tennessee situs. It works closely with the family’s trusted investment advisor, estate planning attorney, and tax advisor to form a strategic partnership and conflict-free focus on the unique needs of the family. Pendleton Trust-13000 Weston Parkway LLC was formed on Wednesday 13th April 2005, so this company age is nineteen years, seven months and twenty-one days. After Lindberg’s life was tragically cut short in an auto accident in April 1979, this scholarship was created to recognize an outstanding PHS graduate who embodies Betsy Brown, CEO of Pendleton Square Trust Company, serves families and advisors to deliver trust and estate services. in Brentwood, TN, such as Contacts, Addresses, Reviews, and Registered Agent. The Pendleton Cultural Foundation is a non-profit organization that carries out the Sister City cultural exchange between the City of Pendleton and the City of Minamisoma, Japan. Send Us Your Comments or Questions If you have questions about applying for grants, scholarships, making a donation, or including Pendleton Foundation Trust in your estate planning, please contact Tiffany Hegarty, Executive Director. This tool includes grantmaker information and funding history. is a Tennessee-chartered trust company providing independent, non-investment trustee services to families. PENDLETON — The Pendleton Foundation Trust Board of Directors announced Oct. Visit Salary. In this third volume of our series, discover more about our nonprofit charitable organization. From our Portland design studio to our two woolen mills in Oregon and Washington, the west is not only our home, it's our inspiration. Pendleton Square Trust Company, Inc. in agricultural engineering. Hugh spent the first Explore United Citizens Bank & Trust locations in Campbellsburg, Pendleton, Eminence & more. Foundation Trust Awards Scholarships to PHS Grads T he Pendleton Foundation Trust is pleased to announce the 2014 Pendleton Foundation Trust Scholarship recipients. Pendleton Square is a Tennessee-chartered trust company providing independent, non-investment trustee administration and advisory services to families. The majority pay is between $72,795 to $94,039 per year. May 4, 2022 · Pendleton Square Trust Company, Chattanooga. You deserve the special attention you get from a bank that is locally owned and operated. In this role, he supports family trust relationships, coordinates the transfer of new accounts, and builds relationships with advisors and beneficiaries. Derek is President & Chief Operating Officer of Pendleton Square, as well as a member of its Board of Directors. Managing Director & Sr. Pendleton Square is an Nov 29, 2015 · Pendleton Square will offer trust administration services for personal and charitable trusts, estate administration, along with family education, risk management, governance, succession planning Before joining Pendleton Square, Bob served in leadership roles in several Atlanta area investment and wealth management firms where he and his teams worked collaboratively with individuals, families and business owners to help them achieve their financial goals and build their legacies. Other family members, including children and/or Marissa holds the Certified Trust and Fiduciary Advisor (CTFA) designation, and she has completed the American Banking Association’s two-year Trust and Wealth Management School. ImproveFor homeowners and renters seeking to improve energy efficiency with incentives, DIY tips, and promotions AnalyzeFor homeowners and renters, interested in detailed energy assessments to improve home energy use Cindy Harper Cindy is the Tax Manager for Pendleton Square Trust Company, LLC, and works from its Nashville office. 678 likes · 93 talking about this. Countless programs have been supported over the last 93 years. Pendleton has been part of the American West for more than 100 years, and it’s where we still live today. With this wide range of experience, Ben has an intimate SLATs and TN Trust Law: A Powerful Combination Tennessee Stays at Forefront of Competitive Trust States with Trust Law Updates Tennessee Legislature Continues to Support and Improve Trust Laws The Gift That Keeps on Giving: Charitable Trust Administration New Legislation Strengthens Tennessee’s Modernized Trust Approach Kevin Hale joined the Pendleton Foundation Trust Board of Directors in 2005. So if you need a loan, it means working directly with the decision-makers. A merry-go-round at Aldrich Park, a drinking fountain at McKay Creek School, bleachers at the Little League Park, the lighting system in the Vert auditorium, all were purchased with the help of Oregon’s oldest community trust fund. The Pendleton Foundation Trust receives gifts of money and property from interested persons and organizations, and in turn, invests this money and property for the benefit of citizens of Pendleton. With its model of independence, Pendleton Square will work with the grantor’s chosen investment advisor to prudently administer the trust assets. KNOW BEFORE YOU GO: Detailed accessibility information is available for this location on BluePath, a trip-planning resource for The Private Trust Company, N. , an independent trust company providing non-investment trust and estate services to advisors and high-net worth families, today announced the opening of its newest office in Scottsdale. Prior to joining Pendleton Square, George served in trust administration and leadership roles at First Tennessee Bank, Argent Trust Company of Tennessee and Regions Morgan Keegan Trust. He helped manage Pendleton Electric and then became a part owner. PHOENIX (October 21, 2024) – Pendleton Square Trust Company, Inc. Pendleton is a family-owned company that makes high quality woolen products, including blankets and other bedding items. Find a branch near you. 12 likes. , an independent trust company providing non-investment trust and estate services to advisors and high-net worth families, today announced the opening of its newest office in Scottsdale, Arizona. She is passionate about developing thoughtful legacy plans and educating beneficiaries. Pendleton Foundation Trust Grant Process and Guidelines Ever wondered how you could help your fellow citizens of Pendleton and turn your worthwhile project into an asset that the community will use for many years to come? We are here to help. He is responsible for overseeing corporate administration, trust operations and the Company’s legal and compliance areas. Jul 30, 2025 · Pendleton Foundation Trust is a nonprofit charitable organization dedicated to enhancing the quality of life in Pendleton, Oregon. In this role, he partners with the client’s investment advisors and tax professionals to ensure that the Company’s fiduciary administration is specifically tailored to each individual family’s needs. To become accredited, a business must agree to BBB Standards for Trust and pass BBB's vetting process. Pendleton® Whisky is a premium Canadian whiskey brand distilled using the finest ingredients & aged to perfection. She also works with families and their advisors to work through complex transactions and problem solve fiduciary issues. Pendleton Square is a Tennessee-chartered trust company providing independent, non-investment trustee administration and advisory services to Hugh is Managing Director, Chattanooga, Senior Trust Officer, and holds the Certified Trust and Fiduciary (CTFA) designation. James B Pendleton Irrv Charit Tr 091692 is a private foundation located in Bellevue, WA and gave $1,200,000 in grants in 2019. Ben is the Managing Director of Scottsdale with Pendleton Square. Born and raised in Pendleton, he graduated from Pendleton High School, BMCC and Oregon State University. We align with the family’s trusted investment advisor Andrea is Managing Director, Charlotte, and Senior Trust Officer. Abigail is a Trust Officer for Pendleton Square Trust Company, LLC in our Nashville office. A Oct 22, 2024 · Established in 1928 the Pendleton Foundation Trust is the oldest community foundation in the State of Oregon and with over $6 million in assets the Pendleton Foundation grants tens of thousands of dollars yearly to organizations that promote the well-being of the citizens and inhabitants of Pendleton. ” Lindberg Memorial Scholarship honors the memory of David “D. Three recently hired Arizona team members will serve the Southwest market, expanding upon Pendleton Square’s existing presence in Specialties: Whether you are already a client of Pendleton Square Trust or you are looking for more information, we would love to hear from you. Pendleton Square Trust Company is a Tennessee-chartered trust company providing independent, non-investment trustee services to families. Mrs. Andrea works collaboratively with families and their advisors to understand and help define family goals and implement effective fiduciary services that meet those objectives. Many wonderful things we enjoy daily as residents of Pendleton would not have been possible without these grants. Feb 1, 2024 · Pendleton Square Trust Company, LLC 35 Music Square East, Suite 320 Nashville, Tennessee 37203 Southeastern Trust Company, LLC 901 Lindsay Street Chattanooga, Tennessee 37402 TCV Trust & Wealth Management, Inc. Prior to Pendleton Square, Marissa spent several years at Truist Bank, working in Estate Services, and later as a Regional Trust Advisor. A. Jennifer Surber Jennifer is a Senior Fiduciary & Trust Officer in our Nashville office. Why choose a BBB Accredited Business? In 2014, new IRS regulations began requiring banks to “unbundle” their trust fees and allocate costs between these categories – for a variety of reasons, some banks struggled with this. Yan Yan won the Fisk Scholarship for $5,000 towards his college education. We align with the family’s trusted investment advisor, estate planning attorney, and tax advisor resulting in a strategic partnership and conflict-free focus on the unique needs of the family. Senior Estate Manager and Trust OfficerRachel Zaslow We provide trust and estate administration services in alignment with the family’s team of advisors, including their accountant, attorney and investment advisor. Prior to Pendleton Square, Betsy worked at Cumberland Trust and JPMorgan Private Bank serving families throughout the Southeast. Recipients of current spring grants for 2023 include: Foundation Trust Awards Scholarships to PHS Grads T he Pendleton Foundation Trust is pleased to announce the 2014 Pendleton Foundation Trust Scholarship recipients. Pendleton Square provides trust and estate administration services, while partnering with family-selected investment advisors to create a best-in-class team. If you have a question, it means being able to speak with someone who can give you the Oct 3, 2019 · I have lived in Pendleton for 80 years and in that time, I have observed many charitable organizations. Logan is a Trust Officer with Pendleton Square covering Arizona. The Pendleton Foundation Trust looks forward to your group bringing in a grant application in order to fund a worthwhile project. Abigail also coordinates with our advisor partners to facilitate account transfers for the Nashville market and process client investment directives. In this role, Caroline works closely with outside counsel to review trust and estate documents, coordinate account transfers, and partner with families and their advisors to develop, implement and preserve family legacy plans. Creative Designs and Patterns Our collections feature an array of designs inspired by the natural Explore Pendleton Stores near you for authentic quality and heritage style. Your experience will help others make the right buying decision. Robert is a Trust Officer in Pendleton Square’s Chattanooga office. 1111 North Northshore Drive, Suite S-250 Knoxville, Tennessee 37919 Caroline Irvine Caroline is a Fiduciary Officer with Pendleton Square in its Atlanta Office. Founded in 1928, the Pendleton Foundation Trust is the oldest community foundation in Oregon and has contributed more than $1 million to partially or entirely fund projects in Pendleton. She is a Certified Public Accounting (CPA) and Personal Financial Specialist (PFS), with deep experience in tax and high net worth planning. Pendleton Square Trust is a fiduciary and trust that offers independent and non-independent trustee and estate administration, and advisory. Visit now to shop iconic apparel, blankets and more in person. New Tennessee Trust Legislation Secures State’s Reputation as Preferred Jurisdiction Impact of New Legislation on Estate Planning Summer Reading: Theo of Golden SLATs and TN Trust Law: A Powerful Combination Pendleton Square Trust is NOT a BBB Accredited Business. Our team is composed of trust, estate and foundation experts with deep experience in traditional and non-traditional assets, such as closely-held businesses and real estate. She is part of the Chattanooga team. Nov 15, 2024 · Established in 1928, Pendleton Foundation Trust is the oldest community foundation in the State of Oregon and with over $6 million in assets the Pendleton Foundation grants tens of thousands of dollars yearly to organizations that promote the well-being of the citizens and inhabitants of Pendleton. According to a press release, funding was disbursed to four community Board of Directors Beth Pendleton, PRESIDENT Beth Pendleton served in the public and private natural resources sectors for more than 35 years, the majority with the U. Pendleton Foundation Trust's generous contribution are making a significant impact on this important project and further demonstrates Pendleton Foundation Trust's commitment to philanthropy and service in our community. She was a Director in the Fixed Income Origination team within SunTrust Debt Capital Markets, where she gained considerable transaction Oct 24, 2023 · Promise Inn is CAPECO's homeless shelter and transitional housing project, a 34-room facility, in downtown Pendleton. In line with this purpose, it receives gifts of money and property and receives and expends the income produced by this money and property annually for the benefit of Nathan Gravlee Nathan is a Fiduciary Trust Advisor with Pendleton Square in its Atlanta office. The team at Pendleton Square is excited to assist you in moving generations forward with the benefits of the Tennessee Advantage. com to find out Pendleton Square Trust Co salary, Pendleton Square Trust Co pay rate, and more. Pendleton Square is focused on building multi-generational family relationships, executing family legacy plans and partnering with family advisors for investment management. . is an independent trust company guiding generations forward to protect and sustain family legacies. Please give us a call or send us an email. Our custom approach to administering trusts and serving families safeguards your succession objectives. Pendleton Foundation Trust Board of Directors Back Row: Pat Walters, Corey Neistadt, Brooke Armstrong, Kevin Hale. I can assure you that Pendleton Foundation Trust treats each contribution with the utmost care and puts it to use to make this community a better place for its residents. In addition to core trustee administration services, the company provides estate administration, private family trust company services and other trust-related services, such as family philanthropy, legacy planning Sep 4, 2025 · Pendleton Foundation Trust is proud to announce the establishment of the Jill and Mike Thorne Western Heritage Fund, a new philanthropic resource dedicated to strengthening the cultural and economic vitality of Pendleton. Exceptional Bedding Everything you need to create an inviting home is here among Pendleton’s iconic blankets and bedding. Beginning with our collection of impeccable blankets, each expertly-crafted blanket is made using premium wool and cotton—designed to provide lasting quality and warmth. In the middle of the continuum is an independent trustee, such as Pendleton Square, that focuses on trust administration and works with a qualified 3rd party investment advisor who makes investment decisions. As example, a grantor’s current financial advisor may manage the trust assets, while the trust administration is provided by a Tennessee trustee such as Pendleton Square Trust Company, LLC. The seven-member Board of Directors recently Read reviews of Pendleton square trust & family office. Explore the brand and our whisky selection. This company is currently dissolved . , licensed in all 50 states under its 1995 national banking charter, serves as trustee, co-trustee or agent for the trustee while specializing in delegating investment and relationship management to financial advisors. What is a SLAT? A Spousal Lifetime Access Trust (“SLAT”) is an irrevocable trust created by one spouse for the benefit of the other. S. With its model of independence, Pendleton Square will work with the investment advisor selected by the grantor to prudently administer the trust assets. Who is Pendleton Square? We are an independent trust company guiding generations forward to protect and sustain family legacies. Derek began his career in trust and banking as an attorney with the Tennessee Department of Financial Institutions in 2007. The average annual salary of Pendleton Square Trust Co is estimated to be approximate $82,992 per year. In this role, Rachel partners with our client’s counsel to develop trust and estate documents, and reviews prospective trusts for administration by the Company. Our craft gallery is made possible by the Pendleton Foundation Trust, whose very generous donation made renovation of the space possible. Instead, we partner with a family’s selected advisors to create a best-in-class team. He also regularly attends trust, estate and tax seminars, including the University of Miami Law School Heckerling Institute of Estate Planning. Contact Whether you are already a client of Pendleton Square Trust or you are looking for more information, we would love to hear from you. Please give us a call, send us an email, or fill out the information request form below. We do not provide investment advice. Contact us! The Pendleton Trust has been successful because of generous estate gifts and the memorial contributions. Dec 20, 2024 · Foundation Directory is a research tool to help nonprofits find the grantmakers most likely to fund their projects. Recognizing that too few scholarships were available, the Board decided that earnings from the Trust’s investments would fund two Pendleton Foundation Trust Scholarships. Pendleton Square Trust Company offers a full array of services to private family foundations, including administration, grant-making support and philanthropic advisory services. As a 4th generation Phoenix resident, Ben has spent his entire 25+ year career in the Phoenix metro market serving clients in the areas of trust administration, portfolio management, financial planning, and banking. As a regulated trust company in Tennessee, Pendleton Square Trust Company, Inc. Jennifer is a Trust Officer for Pendleton Square Trust Company. Get the latest business insights from Dun & Bradstreet. Forest Service in Alaska, California, and Washington, DC. Sep 16, 2022 · Scenic City Women’s Network announced that Betsy Brown, chief executive officer of Pendleton Square Trust Company, will be the guest speaker for the SCWN Marketplace Luncheon on Sept. She started her career in commercial banking as a credit analyst at NationsBank. As with prior TBA trust legislation, these changes reflect Tennessee’s recognition of the importance of modernized trust laws, including statutory flexibility in trust administration. About Pendleton Square Trust Company Pendleton Square Trust Company, Inc. Pendleton Square is focused on building multi-generational family relationships, executing family legacy plans, and partnering with family advisors for investment management. He brings a 20-year career in corporate and commercial banking to the firm. 23 its 2023 fall grants totaled $72,704. Pendleton Square looks to this group as partners, supporting their businesses, as well as ours, with a focus on the needs of our clients. 1 day ago · A deadly crash shut down multiple lanes of Interstate 5 near Camp Pendleton on Monday, causing traffic delays for those en route to San Diego County. the Child Committee. The Pendleton Square senior team serves as a steward to guide Generations Forward. Over the years, the Foundation has proudly supported countless students, helping them pursue higher education and participate in life changing opportunities such as the FFA National Convention. Pendleton makes a number of quality men's clothing options, including a range of woolen shirts, pants, jackets, and beyond. The present Trust Board dedicates this history to those citizens of Pendleton who have given of their time and energy to serve on the Pendleton Foundation Board; to those many citizens and organizations who have seen needs, and with the financial assistance from the Pendleton Foundation, have been able to complete projects which have bettered the Pendleton community; and to those many persons As a regulated trust company in Tennessee, Pendleton Square Trust Company, LLC is authorized under Tennessee law to serve as the “qualified trustee” of a Tennessee APT. Front Row: David Blanc, Marie Hall, Donna Biggerstaff Aug 7, 2020 · The Pendleton Foundation Trust receives gifts of money and property from interested persons and organizations, and in turn, invests this money and property for the benefit of citizens of Pendleton. Pendleton Square Trust Company is a Tennessee-chartered trust company providing independent, non-investment trust, estate and foundation services. The David “D. We may help a family identify their initial charitable interests and goals or help with a more complete plan that involves strategies on how to involve rising generations. Following This encourages a family to hand-select its best-in-class team of fiduciaries and advisors to administer and oversee the trust. Discover their grant history, open opportunities, and 990 data. Oct 22, 2024 · Pendleton Square Trust Company, Inc. Find company research, competitor information, contact details & financial data for PENDLETON SQUARE TRUST COMPANY, LLC of Brentwood, Tennessee. Explore the Pendleton collection of blankets, bedding and more today to discover your new favorite addition. * Pendleton Square can serve as trustee of your trusts to take advantage of these laws even if you are not a Tennessee resident. We are Pendleton Square. The scholarship awards $2,500 annually. Trust Officer · Proven leader with in-depth knowledge and extensive experience in the Wealth Management arena, including financial consulting, financial planning Go almost anywhere in Pendleton and it is possible to see the results of Pendleton Foundation gifts. is authorized under Tennessee law to serve as the “qualified trustee” of a Spousal Lifetime Access Trust. In 2012, the scholarship fund was transferred to the Pendleton Foundation Trust, which awarded the first scholarship under its management in 2013. 50 to eight community organizations and seven memorial trust funds. Jennifer graduated from the University of Mississippi with a Bachelor of Accountancy. The Pendleton Foundation Trust receives gifts of money and property from interested persons and organizations, and in turn, invests this money and Feb 1, 2023 · Betsy is the Founder and Chief Executive Officer of Pendleton Square Trust Company and serves as a Director of Pendleton Square Holdings, LLC. In this role, she works closely with the trust administration team in managing complex fiduciary relationships and supporting development efforts. Since its formation in 1928, the Pendleton Foundation Trust has built an impeccable reputation for wisely allocating its Pendleton Center for the Arts Discover opportunities for creative expression and community connection in a beautifully renovated 1916 Carnegie building. Pendleton County Education Foundation is a private, non-profit organization whose primary purpose is to provide funding for scholarships, to provide grant money, and support the Miracle Point Playground, Feed the Kids program, and Classroom Supply Fund, etc. In this role, she works closely with outside counsel to review trust and estate documents, coordinate account transfers, and partner with families and their advisors to develop, implement and preserve family legacy plans. Three recently hired Arizona team members will serve the Southwest market, expanding upon Pendleton Square’s existing presence in the Southeast. In this role, she actively works with families and their trusted advisors to facilitate their long-term estate plans. Its purpose is to assist, encourage and promote the well-being of the citizens and inhabitants of the City of Pendleton, Oregon. Contributions are thoughtfully invested and earnings annually distributed in support of community-focused projects that create a lasting impact on Pendleton’s future. J. In these roles, she is responsible for managing and building relationships in Charlotte and across North and South Carolina. Logan brings a deep understanding and experience in navigating family dynamics and the delicacies of generational planning while working alongside the family’s trusted Established in 1928, Pendleton Foundation Trust has an interesting history filled with remarkable people. Betsy Brown Betsy Brown, CEO of Pendleton Square Trust Company, serves families and advisors to deliver trust and estate services. Brown is President of Pendleton Square Trust Company and also serves as a Director of the Trust Company. Ever wonder how you could help your fellow citizens of Pendleton and turn your worthwhile project into an asset that the community will use for many years to come? We are here to help. Logan’s professional responsibilities include managing fiduciary relationships and supporting development efforts across the Arizona and West Coast markets. Andrea is a licensed Pendleton Square Trust Company, Inc. Video Library Pat Summit Foundation Donation Meet Betsy Blunt Brown Integrating Life Wealth and Trust Podcast Library Apr 17, 2023 · News release from the Pendleton Foundation Trust: The Board of Directors of the Pendleton Foundation Trust have announced allocations totaling $ 104,478. As an independent trust company, our sole focus is on trust and estate administration. Exhibits by notable artists, functional and wearable gifts by local craftspeople, classes and special events await. The legendary brand Pendleton is well-known for quality woolens, clothing, and apparel, offering a number of products on sale. This trend isn’t isolated to our clients—according to Giving USA: The Annual Report on Philanthropy In 2008, Pendleton Foundation Trust established a new scholarship to address the growing number of exceptional students qualifying for scholarships. 22, at Families establish trusts for a wide variety of reasons, including for credit protection, asset management, and generational support. Rachel has over 10 years As a Tennessee-charted trust company, Pendleton Square delivers the necessary knowledge and expertise to effectively navigate the state’s progressive trust laws. In line with this purpose, it receives gifts of money and property and receives and expends the income produced by this money and property annually for the benefit of Rachel is a Senior Fiduciary Officer with Pendleton Square covering the Arizona market. Pendleton is a family-owned company with a legacy of making exceptional wool clothing, including a variety of women's apparel. Prior to joining Pendleton Square, Betsy worked at Cumberland Trust and JPMorgan Private Bank serving affluent families throughout the Southeast. Tennessee is a leader in progressive trust legislation and one of the top states to establish and maintain a trust. welcomes the opportunity to work with families and their trusted advisors in navigating Tennessee’s updated trust laws. The SLAT provides structure, flexibility and stability around family wealth with significant potential tax savings. Let the spirit of America’s wilderness inspire you as you create a space that is both beautiful and uniquely yours. gwzu mkvv unyir yvwdj rws eyws jnrmg bhccl gqrxe txvqp