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Institutional philanthropy

Wealth structuring

Philanthropy is about more than giving money — it is about helping your organization realize its important goals.

Our Approach

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:

  • Arts, culture and humanities
  • Educational
  • Environmental and animal welfare
  • Health care and human services
  • Religious

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.

Services

Investment consulting and advice¹

We have experience in investment policy statement development and review, spending policy and asset allocation analysis, quarterly performance reporting and investment manager searches and identification.

Institutional investment management¹ ²

Get help with strategic asset allocation decisions, portfolio construction, rebalancing, trading, custody and execution, ongoing investment manager due diligence, access to alternative investments², quarterly performance reporting, implementation of IPS investment restrictions, proxy voting and corporate actions, cash and liquidity management and evaluation, management and liquidation of nonfinancial assets.

Nonprofit advisory services

We can provide fiduciary, governance and risk management assistance and education, donor development planning, review of gift acceptance, conflict of interest, endowment and board education.

Fiduciary oversight and administration²

Turnkey services for nonprofits, foundations and established planned giving programs including: custody and recordkeeping, sub-fund accounting services, and assistance with valuation of contributed security and nonfinancial assets.

A private wealth advisor can help you learn more.

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