Church and Non-Profit Services


Corporate Trust, Escrow and Loan Agency Services

Corporate Trust

Bond Trustee

Successor Trustee

Separate Trustee


Issuing/Paying Agent

Collateral Agent

Security Agent

Settlement Agent

Fiscal Agent

Disbursing Agent

Escrow Agent

Mergers & Acquisitions

Lease Finance

Project Finance

Capital Raise


LC Alternative

Like Kind Exchange



Segregated Funds

Loan Agency

Loan Agent

Collateral Agent

Administration Agent

Term Loans

Revolving Credit Lines

Mezzanine Loans

Capital Leasing

Bi-lateral Loans

Club Deals

Broadly Syndicated

IRA and Custodial Services

Alternative Asset Custody

Trade Settlement


Records Management

Safekeeping of Assets

Traditional, ROTH, SEP, and Roll-Overs

Coverdell Education Savings Account

Fiduciary Services For Investment Partnerships And Family Offices

Partnership Asset Custody

Partner Interest Custody

Monthly Valuation (NAV)

Income Allocations

Unit Purchase Processing

Unit Sale Processing

Accounting-GL Integration

Partnership Accounting

Collect/Distribute Income

Full Accrual System

Investment Management

TMI currently serves more than half of all church bond offerings in the nation, making us a significant provider of financial services to churches and individual bondholders. Church bonds provide many advantages for churches requiring long-term, fixed-rate financing. Often these organizations seek financing for objectives such as new construction, property acquisition, renovations, additions, or debt restructuring.

The services provided by TMI for Churches and Non-Profit organizations for their bond and loan programs include:

  • Trustee
  • Paying Agent
  • Registrar
  • Loan Agent
  • Escrow Agent
  • Disbursing Agent
  • Custodian

For more information, contact us today.

For additional information:

Church Bonds/Loans

LeAnna Sharp, EVP