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Strategic Philanthropy &
Grantmaking for Individuals & Families

Giving with Passion and Purpose

Philanthropy is about more than making charitable contributions. It is about living according to your values and supporting what matters most to you. 

Our Approach

Philanthropy offers a unique opportunity to enrich your life, establish or continue a tradition of giving, share your skills and experience and unite your family around a common purpose. It begins with what matters most to you. 

Your advisor can bring you our broad suite of philanthropic services to help you maximize the benefit of your charitable contributions — for the causes you support, for your sense of personal fulfillment and to help ensure that your giving fits seamlessly with your other financial goals. This approach can enable you to share your financial success with others and create a lasting legacy of giving.

Services

Lifetime Giving Strategies

Establish a philanthropic approach based on your values, purpose, and needs.

Foundations & Grantmaking

Access resources and support throughout all phases of the foundation life cycle — from inception to implementation to board transitions or termination.

Strategic Philanthropy

Understand where you can achieve the most impact and learn ways to give beyond traditional grantmaking.

Donor-Advised Fund

Explore how Donor Advised funds, a growing charitable vehicle, could help support your charitable giving.

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Related Solutions

Impact Investing

Aligning your investments with your social and environmental values.

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Specialized Foundation Services

Maximizing effectiveness and efficiency.

SEE HOW

Business Owners

Insights and guidance for you, your family and your business needs.

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