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Institutions

We understand the practical and political nuances of managing a mission-based organization and can work closely with officers, trustees and board members. As independent investment counselors, we are committed to building a strategy unique to your institution, whether for a foundation, endowment, or planned giving program.

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Manage Wealth

Beyond Giving Tuesday: How to Make a Giving Plan and Why You Need One

Beyond Giving Tuesday: How to Make a Giving Plan and Why You Need One Linda Davis Taylor
“Every dollar makes a difference.” We’ve all heard it before, but most of us don’t even know where to begin giving that dollar. Stepping into one’s ph...
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