How we help
Impact Investing
As an investor, you’re in a position to make an impact, and we want to help. Looking to establish a gifting program to support one or more charities of personal significance? We will work with you to craft a strategy that maximizes your gifting ability and reduces your tax obligation. Looking to invest in companies that meet certain social, ethical, or environmental criteria? We will help you to build a portfolio that reflects your values and furthers your sustainability goals.
Crafting a strategy
For those clients interested in making an impact via donations, we can help by:
- Identifying any appreciated securities appropriate for in-kind gifts
- Facilitating the transfer of gifted securities and cash
- Establishing and managing a donor-advised fund
- Establishing and managing a charitable remainder trust
- Coordinating with your tax-preparer and estate planning attorney to maximize gifting and reduce taxes
For those clients interested in making an impact via sustainable investments, we can help by:
- Selecting and monitoring investments that meet certain environmental, social, or governance (ESG) criteria
- Making sense of the many different definitions associated with sustainable investing
- Discussing the pros, cons, and limitations of sustainable investing