We will walk you through a process that will help clarify your philanthropic goals. We will then use our mutual fund model to create a customized philanthropy portfolio. You will feel good about how much more of an impact your money will have as it is directed to organizations that we have vetted through our combination of our compassion and economics.
Please contact us via email or phone to set up a Philanthropy Portfolio for achieving your charitable giving goals. If contacting us via email, write “Philanthropy Portfolio” in the comments section. Prior to setting up a portfolio, we will ask about the dollar amount you are desiring to put towards your charitable goals, which of the specific areas you are most interested in supporting, and your general feelings on risk returns as it applies to charitable giving.
Twice a year you will receive your own custom Philanthropy Portfolio, highlighting the organizations your money has supported, and breaking down the impacts in each area and at each risk/return level: