Our clients have invested valuable time and resources into beloved nonprofits and causes, and they want this commitment to continue long into the future. We and our clients are willing to think creatively, both in choosing a vehicle for their legacy and helping to identify the optimal investment strategy to support their passions. We develop an investment policy statement that matches the objectives while respecting the constraints and unique nuances. We endeavor to formulate an optimal portfolio, carefully monitor it and provide periodic reporting. Our intimate knowledge of this sector, coupled with our passion, translates into proactive empathy – an understanding and commitment to being there for our clients and to making a difference.
Many clients are using capital—investments—to maximize their giving in what we call a “double play,” growing their capital base within their areas of giving interest. We work collaboratively, seeking to find the most effective ways to establish your legacy through charitable giving so that the people and causes that are important to you may receive the greatest benefit. To exemplify, one client who focuses on domestic violence carves out a portion to invest in private companies that provide training and development for tech professions, providing opportunities for victims of domestic violence to get back on their feet. Thus, our client expects these private companies to grow in value—the proverbial double play.