Customized
Approaches

Whether it is an endowment, a naming opportunity, a legacy gift or a sizeable gift for a specific purpose, it is important to ensure that your funds will be used as you intend. Unfortunately, organizations and institutions sometimes fail to adhere to the original intent of a donor in part, because expectations are not communicated by either party.

To prevent this from happening, we:

• Help clients clearly define and memorialize their intentions, so everything is documented
• Represent the donor in discussions with potential recipients
• Together with the client’s attorney ensure that the documents and agreements they draft reflect specific gift parameters

As a result of these efforts all parties involved understand the concerns and expectations of the donor and the gift recipient. The result is confidence that your gift will achieve the objectives you care about now, and in the future.