Charitable Plan Giving Efficiency...
Our Management and staff specialize in assisting financial executives at non-profit organizations in striving to provide services that enable plan fiduciaries to more effectively oversee the Charitable Plan Giving assets they monitor.
We may be able to provide solutions that allow you and your organization to do the following:
- Improve recordkeeping and administrative services at a reduced cost.
- Gain access to money management alternatives that may improve return potential and are designed to lower risk and lower fees.
- Receive advice on asset allocation strategies to meet varying trust payout requirements.
- Implement a Charitable Plan Giving Program.
Please contact us if you would be interested in a free “Charitable Plan Giving Efficiency Analysis.” We can also provide you with our biographical profiles as well as a reprint of an investment article we recently had published in the Washington Business Journal.