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.
Working in partnership with our clients, we offer unparalleled, integrated service distinguished by:
For more information, please Contact Us.