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