Philanthropy
FOUNDATIONS, TRUSTS & ENDOWMENTS
You want to make a difference in the world through your philanthropic ideals. We can facilitate the process through a full complement of professional services designed to meet the needs of nonprofit and charitable organizations.
Our core tenets of exceptional financial stewardship, education, and agency are thoughtfully carried out in every aspect of our relationship with clients like you.
Contact us today to tell us how you'd like to get started on your philanthropic project. Let's make it happen.
Charitable Giving
Through the use of donor-advised funds or gifting securities from your portfolio to a charitable organization of your choice, fulfilling charitable goals is simple and attainable.
INVESTING IN YOUR ORGANIZATION
All organizations that engage in any investing activity should draft and adhere to an Investment Policy Statement. This helps to ensure that investing activities align with the organization's financial and existential goals.