Philanthropy

No matter what your philanthropic ambitions, a Financial Advisor can help you translate good intentions into an impactful strategy. From finding your cause to financial planning to creating your own foundation, we are here to help.
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.
Learn more about A New Roadmap for Mission Alignment
How to Effectively Make a Difference

How to Effectively Make a Difference

Giving back is important, and so is having a strategy in place to help ensure your philanthropic dollars are making a difference.
Learn more about How to Effectively Make a Difference
Support The Causes You Care About With a Donor Advised Fund

Support The Causes You Care About With a Donor Advised Fund

There’s more to charitable giving than you may realize. Here’s one method that provides flexibility and can help maximize your impact.
Learn more about Support The Causes You Care About With a Donor Advised Fund
Learning to Draw Purpose From a Deeper Well

Learning to Draw Purpose From a Deeper Well

A party promoter who became an advocate for clean water in impoverished communities around the world shares insights on how to embrace our better selves by helping others.
Learn more about Learning to Draw Purpose From a Deeper Well
Helping Women Get Ahead

Helping Women Get Ahead

Helping women get ahead can mean delving into issues like health care, education and poverty. Here’s how to have an impact
Learn more about Helping Women Get Ahead
Volunteering While on Vacation

Volunteering While on Vacation

More people are turning to ‘voluntourism’ as a way to have fun and do good while seeing a new part of the world.
Learn more about Volunteering While on Vacation
How Can You Maximize Your Charitable Dollars?

How Can You Maximize Your Charitable Dollars?

We all want our dollars to go the extra mile. One nonprofit does just that from the front lines of disaster response.
Learn more about How Can You Maximize Your Charitable Dollars?
Using Philanthropy to Give Back to Veterans

Using Philanthropy to Give Back to Veterans

Feelings of patriotism around national holidays can motivate people to do more to support veterans. Here are some suggestions for shaping your approach.
Learn more about Using Philanthropy to Give Back to Veterans

Products and Services for Philanthropy

Philanthropic Strategy

Assistance defining philanthropic goals, articulating your mission, evaluating potential charities and utilizing a variety of trusts, charitable vehicles and wealth management tools.

Foundation Administration

A broad range of services designed to help nonprofit organizations (ranging from family foundations to some of the nation’s largest nonprofits) refine and implement their strategies.

Impact Investing

Helping clients uncover investment opportunities in companies, organizations and funds focused on the goal of generating social and environmental change alongside a financial return.

Trusts and Charitable Vehicles

Helping clients understand how to use a variety of financial management tools for philanthropic strategy such as charitable remainder trusts, donor advised funds and charitable gift annuities.
Ready to start a conversation? Contact Edmund Debler today.
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Impact Investing: The returns on a portfolio consisting primarily of sustainable investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because sustainability criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

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