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Philanthropy is about more than giving money — it is about helping your organization realize its important goals.
It begins with your mission. For nonprofit organizations focused on positive change, you want to work with a team that truly understands the breadth of issues you face and can assist you in building an effective, focused plan. When you work with philanthropic solutions through your private wealth advisor, you can expect a thoughtful, thorough approach delivered by a team assembled specifically for you. We leverage our knowledge, resources and wide spectrum of services to tailor solutions to help you pursue your goals. We serve a wide range of nonprofits across many sectors, including:
See our latest philanthropic research about what factors drive charitable activities among wealthy householdsLearn more
We can provide your organization with a targeted set of strategic planning, portfolio management, administrative and advisory solutions that can address operational efficiency and productivity while navigating complexities such as uneven markets, growing competition for donations and increased fiduciary requirements.
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