Who We Serve

Charitable Asset Management

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.


With 30+ 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.

Meet The Team