Philanthropy & Social Responsibility

Sustainable Investing

Sustainable investing is about investing in progress, and recognizing that companies solving the world’s biggest challenges can be best positioned to grow. It's about pioneering better ways of doing business, and creating the momentum to encourage people to invest in a better future. Formalized in 2006 under the United Nations-backed Principles of Responsible Investment (PRI), which seeks to advance the integration of environment, governance, and social issues (ESG) into investment decision-making, sustainable investing has attracted over $30 trillion in assets under management.

We believe in the importance of incorporating sustainable investing into your portfolio strategy when appropriate, and would love to talk to you about how we can help.

<p>Investing for Impact</p>

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.
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<p>Charitable Giving: Smart from the Heart</p>

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?
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What Can a Chartered Advisor in Philanthropy (CAP®) Do For You?

A Chartered Advisor in Philanthropy is uniquely qualified to help you create a gift plan within your overall financial or estate plan. Your plan will embody your ideals as well as your traditional objectives, and will have a positive impact on your family and on the causes you care about. We will review your personal financial situation, advise on the advantages and disadvantages of each plan type under consideration, and help you choose the vehicle that best fits your financial and philanthropic situation.

We also work with non-profit organizations in a consulting capacity, to help them grow their charitable giving programs. Integral to fundraising, a CAP® reviews, assists, and makes recommendations, including:

  • Preparing a fundraising plan
  • Presenting fundraising goals to the Board
  • Identifying potential donors
  • Coordinating donor events
  • Managing investments

Visit our Community Outreach page for more information about our commitment to non-profit organizations and communities in need. 

What is a Donor-Advised Fund?

A donor-advised fund gives you the option to easily and conveniently recommend grants to any public charity. You simply log on to the website, name the non-profit of your choice, and select a dollar amount for your grant. All of the check writing and administration is handled on your behalf. By utilizing a donor-advised fund, you can reduce the after-tax cost of giving to charity and streamline the giving process. What's more, assets in a donor-advised fund grow free of taxation, building your giving capacity.

We partner with several well-known donor-advised fund platforms, and would be happy to talk to you about starting your own turnkey, low cost fund, with convenient online access. 

Start Investing in the Future of Our Planet 

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