Toby Blossom, AIF®

Vice President, Trust Advisor – Charitable Advisory Group

 

Trust Advisor – Charitable Advisory Group

Toby likes to describe his role with FirstMerit’s Charitable Advisory Group as being a concierge to the nonprofit community, helping organizations find solutions to their needs.

 

What You Can Expect

Toby’s exclusive experience with nonprofit organizations, as well as his connections with foundations and nonprofit service providers, allows him
to connect nonprofits with the right resources to meet their needs. Areas
of assistance include locating funding sources, development of investment policy statements, development of spending policies, fund accounting for restricted and unrestricted gifts, and planned giving administration.

 

A History of Service

Toby has more than 30 years of experience in nonprofit administration, wealth management customer service and trust operations. Since 2000,
he has been servicing the nonprofit sector exclusively, taking care of the unique needs of social and health care services, churches, cemeteries, historical societies, foundations and other entities. Toby has also earned the Accredited Investment Fiduciary® (AIF®) professional designation
from fi360®, as well as the designation of Certified Wealth Advisor®.

Toby received his B.A. from Baylor University and M.Div. from Southwestern Baptist Theological Seminary. He is a graduate of Cannon Financial Institute’s Foundation Management School and Trust
Operation’s School.

 

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