Philanthropy

Knowing you well means understanding what’s important to you
so that your philanthropic efforts culminate in a legacy that
gives you pride. You make the decisions about where to give,
and we help to ensure your plan is executed thoughtfully.

LET'S TALK

Our perspective

Strategy

Teaching Responsibility Through Family Philanthropy

Giving as a family provides a unique opportunity to teach your children important life skills that will not only enhance their knowledge, but also their character.

Strategy

Preserving Your Family Legacy With Strategic Philanthropy

Avery Tucker Fontaine

We'll show you how establishing a strategic, flexible and functional approach to philanthropy can help ensure long-term family unity and legacy preservation.

Strategy

From Philanthropy to Social Investment: A New Way of Giving

Avery Tucker Fontaine

As philanthropists come to think of themselves as social investors, non-profits must also redefine themselves as "for-purpose" institutions that can aid in identifying opportunities across the investment spectrum.

Capabilities

Learn more about our capabilities

We have expertise in gift-giving strategies, creating foundations, trusts and endowments, maximizing your tax efficiencies and protecting your wealth while you generously share it with others.

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