No matter what your philanthropic ambitions, an advisor can help you translate good intentions into an impactful strategy. From finding your cause to financial planning to creating your own foundation, we are here to help.

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.

Ready to start a conversation? Contact The LeRose Group today.

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