Philanthropic planning

Portfolio

Plan your service as a Responsible Citizen

It’s always nice to give something to people who need it or help a cause close to your heart. Financial planning can help you ensure you’re doing it efficiently and getting all the tax benefits you’re eligible for.

Building a Legacy

Claim Insurance, advices customizable solutions designed to address the unique challenges of endowments, foundations, and nonprofits with a focus on helping them realize both their short and long-term goals. Our process involves working directly with finance committees in order to come to a joint resolution on portfolio management, structure and an investment policy that reflects the vision stakeholders have for the future—aligning the mission of the organization with their portfolio.

Category: Philanthropic
Advisory: Jayaramu