Steven Esposito

Senior Vice President, Wealth Advisor, Senior Portfolio Management Director

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Products and Services For Philanthropy

Philanthropic Strategy

Assistance defining philanthropic goals, articulating your mission, evaluating potential charities and utilizing a variety of trusts, charitable vehicles and wealth management tools.

Foundation Administration

A broad range of services designed to help nonprofit organizations (ranging from family foundations to some of the nation’s largest nonprofits) refine and implement their strategies.

Trusts and Charitable Vehicles

Helping clients understand how to use a variety of financial management tools for philanthropic strategy such as charitable remainder trusts, donor advised funds and charitable gift annuities.

Impact Investing

Helping clients uncover investment opportunities in companies, organizations and funds focused on the goal of generating social and environmental change alongside a financial return.

More Articles of Interest

Ready to start a conversation? Contact Steven Esposito today.

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