Philanthropy & Endowment
Philanthropy & Endowment Services
Our team can offer professional consulting and proven investment strategies for your nonprofit development activities. We will work to build and maintain high-quality investment programs that are always in alignment with your stated objectives.
Plus, our tenured wealth professionals in the philanthropic space are uniquely suited in the following areas to equip your organization for success.
Planned Giving Programs
Sharing our expertise in a four-step process to create a formal planned-giving program for your organization.
Fund-Raising Strategies
Walking you through detailed strategies about current fund-raising operations and pinpointing areas for potential improvement, including guidance on capital campaigns.
Board Training & Development
Engaging your board of directors in workshops on topics, such as Major Gift Cultivation, Capital Campaign Readiness, and Donor Prospective Identification.