A LEGACY OF CHARITABLE GIVING AND DOING GOOD
Charitable giving can help define your family’s legacy and encourage a sense of social responsibility in future generations. We have extensive experience administering charitable trusts and family foundations and in managing trust, foundation and endowment assets. Our advisors will work to design and implement a plan for charitable giving that is both effective and fulfilling.
Multigenerational Objectives
We design and implement charitable giving that defines your legacy and aligns with the vision of all family members.
Private Foundation Management
We support your charitable activities by managing everything from investment management to governance and from administration to grantmaking.
Governance and Board Development
We recruit board members and ensure that the charitable organization is effectively and properly run.
Foundation Trustee Training
We educate, guide and mentor foundation trustees to enhance their performance.
Strategy Analysis and Implementation
We evaluate your philanthropic strategy and fulfill its directives to make sure your donation is achieving the greatest impact.
Foundation and Grant Administration
We assume responsibility for managing the details associated with foundation and grant administration to ensure that you and your family have confidence that your donation is generating the greatest impact.
Personal Giving Programs
We create and implement a personal giving program based on your interests, values and priorities.