WHO WE SERVE

A long history of serving charitable gift programs and their donors.

With industry-leading practices and centuries of experience, we have a unique understanding of the relationship between charitable organizations and their benefactors.

Our Planned Giving group offers comprehensive investment management, gift management and donor support services to charitable gift programs across the country. As a leading wealth manager, we recognize the vital link between charitable institutions and the individuals who support their goals and ideals and are committed to excellence on behalf of both.

In partnership with our clients, we offer unparalleled, integrated service distinguished by:

  • Deep fiduciary and taxation knowledge
  • Expertise in supporting donor development goals
  • Specialized insight and support for gift asset administration and investment policies
  • Asset allocation expertise in addressing both long-term institutional goals and current income requirements
  • Investment excellence across asset classes and styles
  • Industry-leading custody, accounting and information reporting capabilities

For more information, please Contact Us.

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