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
At the Milk Institute’s Global Conference, CEO Catherine Keating spoke with Bloomberg TV’s Carol Massar about the growing interest in private equity investing, the resilience of the current bull market and the increasing significance of women investors in the wealth industry.
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To be effective, your team should have a deep understanding of your financial situation, family structure and long-term goals.
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.