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
Wealth Management’s Jeff Mortimer discusses the recent resilience of the market. Have we shifted in sentiment?
How much are the markets paying attention? On BNN Bloomberg, Wealth Management’s Leo Grohowski discusses his outlook for the markets when taking volatility and recent fed remarks into consideration.
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Many wealthy parents worry about how best to prepare their children for their inheritance. With the right help, it's possible to foster financial maturity without creating a sense of entitlement.
For married couples and divorced individuals, there are many factors and potential strategies to consider.