Geoffrey J. McDonald

Trust Officer

Geoff's primary focus is on client service, trust administration, business development and marketing.  Specific areas of focus include client experiences, trust review and acceptance, asset assignment and compliance.  

Geoff began his career in the nonprofit sector focusing on compliance, consulting, major gift fund raising, complex gifts and planned giving.  During his time in the field, he served as a consultant and executive for multiple non-profit organizations and has raised millions of dollars for various charitable organizations and initiatives.  In 2016, Geoff passed the Certified Fund Raising Executive Exam to earn the CFRE designation, the only accredited, globally recognized certification for fund raising professionals. 

 

Geoff's passion for assisting families in planning and securing their financial legacies led him to Concord Trust Company in 2018.  A New Hampshire native, Geoff takes pride in sharing with clients and their trust advisors the many advantages of New Hampshire's and South Dakota's favorable tax, trust, and asset protection statutes.  

Geoff holds a BA in Political Science from Hartwick College.  While in college, he served as Captain of the Cross Country and Track teams and is the school's 3,000 meter record holder.  In 2020, Geoff was selected as a member of Hartwick's inaugural '40 Under 40' class.  He is a member of the Boston Estate Planning Council and serves on the organization's Networking Committee.  In his spare time he serves as an advisor and advocate for many community groups and nonprofit organizations.    

Geoff McDonald
Concord Trust Company
603.219.0264
3 Executive Park Dr., Ste 302
Bedford, NH 03110
605.646.0300
211 Founders Park Dr., Ste D
Rapid City, SD 57701

ABOUT CONCORD TRUST COMPANY

Concord Trust Company (CTC) is a state-chartered and regulated non-depository trust company. We focus on helping wealthy families and their trusted advisors realize the many benefits of directed trusts and locating trusts in a favorable trust and tax law jurisdiction. We have offices in New Hampshire and South Dakota, two of the best jurisdictions in the country, and administer trusts there for families from throughout the U.S. and the world.

CONTACT US


Concord Trust Company


New Hampshire Office
3 Executive Park Drive, Suite 302
Bedford, NH 03110
tel. 603.219.0264
fax. 603.856.8179


South Dakota Office
211 Founders Park Drive, Suite D
Rapid City, South Dakota 57701
tel. 605.646.0300
fax. 605.496.7334

Copyright 2021 Concord Trust Company