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.
Our experts are armed with the latest taxation and fiduciary information
We know how to support donor development goals
Our team understands gift asset administration and investment policies
Our advisors help address both long-term institutional goals and current income requirements
We consider investment options across asset classes and styles
We possess Industry-leading custody, accounting and information reporting capabilities
This paper by the Council on Foundations, BNY Mellon, and Give2Asia explores the opportunities and challenges that face global families as they seek to conduct cross-border philanthropy.
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The need to maintain exposure to a stable, income producing, tax-sensitive asset class with an emphasis for liquidity remains prominent as we navigate a potentially much more volatile environment.
Several provisions of the Act are worth highlighting, as they could have an impact on your ability to grow assets, manage taxes and protect retirement assets.