Not-for-Profit Organizations
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Establishing a Foundation or Endowment
We help you set up a foundation or endowment that funds the cause you care about for decades, giving the organization a stable source of support it can actually plan around.
Structuring a Major or Complex Gift
When you want to make a significant gift, we help you structure it — often alongside your own advisors — so it accomplishes exactly what you intend, for you and for the cause you're supporting.
Building a Corporate or Family Giving Program
Whether you're giving as a family or a company, we help you structure that giving so it reflects your values and grows into a real, lasting partnership with the causes you support.
Charitable Trusts That Support You, Too
Charitable remainder and lead trusts let you support the causes you care about while retaining income, tax advantages, or benefits for your family, built around your full financial picture.
Family Foundations With a Lasting Legacy
We help you set up and run a private foundation, turning your generosity into a structured, multi-generational commitment.
Predictive Efficient Frontier: Give More, Without the Risk
Predictive Efficient Frontier lets you significantly magnify the size of a gift, with no debt, no interest rate exposure, and no investment performance risk on your end. For the organization you support, it functions like a long-term bond: a predictable, dependable source of funding for the projects that take years to see through.
