Philanthrophy

Performing a full Enterprise Review with an experienced advisor can uncover and document all the unique aspects that make an institution special, leading to an Investment Policy Statement that lays the foundation for a tailored investment approach.

In this webcast from Trusts & Estates journal, experts from Fiduciary Trust Charitable and Fiduciary Trust Company discuss innovative ways to use donor-advised funds to advance charitable giving.

Learn more about the process for private foundations or other charitable entities to convert to a donor-advised fund with this high-level overview.

Learn about the options for mitigating risks associated with long-term endowment gifts.

In this webcast, experts from Fiduciary Trust Charitable and Strategic Philanthropy, Ltd. discuss key steps to consider when creating and implementing a charitable giving strategy.

This article discusses how we examine ESG factors in all of our investment-related decisions and offer a range of sustainable investing options to fit a variety of client preferences.