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| Each of our clients has access to our Foundations and Strategic Philanthropy Group, which is dedicated to helping individuals and foundations achieve their vision through charitable giving. Working with you and your Private Wealth Advisor, these specialists will help to ensure the success of your philanthropic endeavors by defining your short- and long-term goals and developing strategies to meet them. Based on your needs and situation, we can provide you with a range of philanthropic solutions, including: |
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Philanthropic strategies |
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Charitable grant-making solutions |
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Donor-advised fund and foundation consulting |
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Planned giving guidance and management |
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Endowment management and consulting |
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Compliance, governance and succession planning |
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