Success creates an opportunity to support charitable, educational and nonprofit endeavors that reflect your values. If you don't know where to begin, or want to move your personal philanthropy to another level, our Charitable Services specialists can help.

With many years of experience in strategic gift planning and the administration of Charitable Trusts and Foundations, we can customize a philanthropy program to help meet your expectations.

You can rely on our Charitable Services specialists to:

• Save you time and help you identify new opportunities for your giving
• Recommend giving strategies that maximize your gifting impact and minimize your tax liability¹
• Help you build your philanthropic assets through our comprehensive portfolio management services²
• Provide professional assistance in establishing and administering a private foundation to give you ultimate control over your philanthropy¹
• Facilitate special grant making services to support your foundation¹

Our Charitable Services are delivered through your Private Client Group Relationship Manager, so you can be confident that your philanthropy is integrated into your overall wealth management objectives.

Do you manage or serve on the board of a nonprofit organization?
If so, you understand the complex fiduciary responsibilities inherent in such a position. We have Charitable Services professionals dedicated to helping Nonprofit Organizations implement effective planned giving programs, handle their day-to-day banking³ needs, and protect and grow their investments² for optimum results.

For more information, contact the Private Client Group