We help you find the ideal vehicle for your charitable gifts. These include:

Charitable Remainder Trusts:
Charitable remainder trusts provide ongoing income to specific charities for as long as needed, and designate additional charities for gifts if and when that need is satisfied.

Direct Gifts to Charities:
We help you make one- time or scheduled gifts--annually or semiannually, for example--to charity.

Private Foundation:
A private foundation can give you tax deductions for your contributions, control over those assets, and the special satisfaction of contributing to causes that matter to you . We can help throughout the process, from your initial IRS application and sample documents to the management of your foundation’s investments.

Endowment Funds/Foundation Trusts:
We manage many of these funds and trusts, an experience which can help us manage yours, working with your committee members and providing experienced advice on investments and strategies to ensure your success.

Not-for-Profit Organizations:
Our professionals have significant experience in developing plans for, and managing the assets of, not-for-profits--both those that seek total return with spending limits as well as ones that pursue principal and income strategies.