Investment Series: The Trust Company

About this Series:

Join us in this three-part series from The Trust Company of Tennessee as we lean in to challenging topics. Foundations, endowments and quasi-endowments face a unique set of challenges as they strive to serve our community and enrich its legacy. We’ll discuss how you can build and promote the success of your organization through sound investment and administrative practices.

Register for any or all trainings, each registration will be separate. Breakfast will be provided.

Feb 27, 2025

NONPROFIT INVESTING BEST PRACTICES AND TRENDS

Speakers: Miranda Carr and Tracey Smith

Managing and investing nonprofit accounts comes with distinct responsibilities. Join us for a discussion about best practices and trends for nonprofit investing accounts including foundations, endowments, and quasi-endowments.

March 27, 2025

PLANNED GIVING FOR ENDOWMENTS

Speakers: Zach Hurst and Tracey Smith

We will cover planned giving and IRA areas of opportunity for nonprofits, both with current supporters and opportunities to uncover new prospective donors.

May 8, 2025

MISSION-ALIGNED INVESTING

Speakers: Miranda Carr and Tracey Smith

We will share some ways nonprofit investment committees can approach aligning their investment portfolios with their mission.

About Miranda Carr

Miranda Carr serves as the chief investment officer at The Trust Company of Tennessee. She leads the firm’s investment committee and provides investment support for its relationship managers. Miranda earned a bachelor’s degree in business administration with a major in finance from the University of Tennessee and an MBA from Columbia Business School with a focus on finance and economics. She is a CFA® charterholder.

About Tracey Smith

Tracey Smith oversees retirement plan and endowment services in the Chattanooga area and surrounding markets. She serves as an expert advisor to our clients and leads growth efforts for The Trust Company of Tennessee. In addition, Tracey has experience working with nonprofit and foundation boards to develop investment approaches and strategies for endowments and other organizational funds. Tracey has worked in the industry for 16 years and holds a B.S. degree in Economics from Texas A&M University. She currently serves on the Big Brothers Big Sisters Board and the Food Bank Board.

About Zach Hurst

As Vice President and Managing Director of The Trust Company’s Chattanooga office, Zach Hurst provides holistic services to his clients, including budgeting and financial planning, portfolio management, retirement planning, tax strategies and estate planning. Zach earned a Bachelor of Science from Western Carolina University and a Masters of Education from the University of Georgia. He holds the Accredited Investment Fiduciary (AIF®) designation and is a CERTIFIED FINANCIAL PLANNER™. His volunteer activities and board memberships include the Chattanooga Regional Homeless Coalition board of directors, The University of Tennessee at Chattanooga Planned Giving Advisory Council, Mountain City Club board of governors and Forest Hills Cemetery board of directors.

Host or Publisher United Way of Greater Chattanooga