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Charitable Giving

Giving Back to Our Community

Our mission is to help you fulfill yours.


Our mission is to help you fulfill yours.

As a leading Southern New England Wealth Management Firm, many of our Advisors are actively involved in supporting numerous local charities here within RI, Massachusetts and Connecticut. As a leader of a nonprofit, your plate is already overflowing with day to day operations as you implement your mission. Stepping back to focus on long-term financial, endowment and fundraising strategies can prove difficult. Our firm has an uncommon depth of experience – more than twenty years – in helping nonprofits.

We’ve also helped many nonprofits magnify the impact of their philanthropic mission by helping them manage endowed assets prudently, and by helping them develop customized Planned Charitable Giving strategies for their donors.

  1. Manage endowed assets. Not every nonprofit has the experience or time to develop, implement and oversee an investment policy for their assets. Our team of investment professionals will develop a tailored plan for your organization based on its unique goals, objectives, budget and financial situation, by identifying your unique goals and creating an customized Investment Policy Statement and related Investment Strategy to foster future sustainability.
  2. Increase the size and frequency of planned gifts through educational workshops for your donors and prospects, showing them how to “Do well by doing good.” Topics can include advanced planning, charitable lead and remainders trusts, donor advised funds, charitable gift annuities and more. There’s no pressure, no selling, just objective advice and information. Your donors and prospects can choose to work with you directly, through their own advisor, or with us.
  3. Help donors create customized charitable giving plans to enhance their current philanthropy and take advantage of smarter and more tax-efficient giving vehicles. The goal is to maximize their gift’s impact as well as potentially minimize their individual tax impact using prudent estate and tax planning vehicles and techniques.

For example, one of our Advisors recently helped an animal welfare non-profit create a magnified gift for an existing donor who was committed to making future annual contributions of a couple thousand dollars. We showed the donor how he could use his pledged annual gift to create a $250,000 planned gift of life insurance to the organization by transferring the ownership of a policy he already owned. The organization could then use the donor’s ongoing annual contributions to pay the annual premiums on this permanent life insurance policy, and the donor would receive ongoing ordinary income tax deductions for his gifts. The end result: a permanent $250,000.00 charitable legacy payable to the non-profit at the owner's passing.