Philanthropy
Doing Good Things for Good People
Since our founding in 1989, philanthropy has been a central focus of our firm. Here are some of the ways we are committed to giving back to the community.
Our Time
We volunteer our professional time to nonprofit organizations, and many of our team members serve in various volunteer roles and on boards of charitable organizations.
Financially
The firm makes financial donations to charitable organizations, and each year, employees have the opportunity to direct a portion of the firm’s donations to a charity or two of their choice. For the nonprofit organizations we directly serve and manage investments for, we typically donate back a percentage of our fee to support their causes.
Helping Our Clients Give
As part of our financial planning services, we assist our philanthropically inclined clients in making tax-efficient charitable donations. Whether it’s facilitating a Qualified Charitable Distribution from an IRA, analyzing after-tax giving strategies, or incorporating charitable donations into an estate plan, we help clients give in ways that maximize their impact.
Serving Charitable Organizations
We serve as the investment manager for nonprofit organizations, foundations, endowments, and other mission-driven organizations. In keeping with our firm’s philanthropic goals, we typically donate a portion of our fees back to the nonprofit organizations we partner with to support their causes.
Connect With Us
If you serve on a nonprofit board and would like to learn more about our services, we would love to connect.