We help you find the ideal vehicle for your charitable gifts. Choices might include:
Charitable remainder trusts provide ongoing income to specific charities for as long as needed. Then they designate gifts to additional charities if and when the original need is satisfied.
We help you make charitable gifts on a one-time or scheduled basis (annually or semiannually, for example).
A private foundation can give you tax deductions for your contributions, control over the assets, and the special satisfaction of supporting causes that matter to you. We can help throughout the process, from your initial IRS application to the management of your foundation’s investments.
We manage many of these funds and trusts. We will work closely with your committee members to provide expert advice on investments and strategies to ensure success.
Our professionals have deep experience in planning and asset management for not-for-profits. Whether your organization pursues a principal-and-income strategy or seeks total return with spending limits, we can help.