Charitable Asset Management

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Charitable Asset Management

Charitable Asset Management

Hear from Jai Chanda, Head of Charitable Asset Management as he discusses the top five trends in the philanthropic marketplace.

Our Charitable Asset Management group has decades of experience providing consultative, customized investment management, tax and administration solutions for charitable organizations

Nonprofit organizations are at a crossroads today. Even as total charitable giving has returned to pre-2008 levels, the uneven pace of the economic recovery and the looming generational transfer of wealth make the outlook for future giving uncertain.

We’re here to help these organizations position planned gift programs for success—so they can better focus on their core missions, instead.


With 40 gift planning professionals with upwards of 18 years of industry experience, we want to be an extension of your planned giving office. We can help you with your philanthropic needs.