“The key to happiness is low expectations”. – Barry Schwartz


Transforming Passion into Action




Do you have a passion that you'd like to transform into an actionable plan that benefits others?  We, along with our partners across the firm, can help you:


  • Define your charitable interests and identify nonprofits that work in those areas
  • Select charitable vehicles that may address your needs
  • Implement plans to help ensure that your charitable dollars are well spent
  • Seek nonprofit board placements that complement your passion
  • Conduct research on specific charities and areas of charitable interest
  • Introduce you to like-minded philanthropists
  • Find ways to involve children and other family members in your giving
  • Offer Foundation Management Services, a sophisticated, turn-key, back-office solution for family and corporate foundations.


Please contact us if you have any questions or would like to discuss ways of incorporating charitable giving into your overall wealth strategy and intergenerational planning.


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Sustainable Philanthropy
Adobe Acrobat Document 10.6 MB

A new philanthropy

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