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.

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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

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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