Charitable Services
Charitable Services
Non-Profit Foundations | Family & Private Foundations | Donor-Advised Funds | Charitable Trusts
Apriem Charitable Services serves as our clients’ partner in philanthropy. Our experiences spans over 25 years in managing foundations and charitable accounts. Our team’s community involvement enhances the overall client experience.
Why Partner With Apriem
Experience
Whether big or small, we have experience in all stages of charitable giving. Similar to our clients, our staff have their own donor-advised funds, we have built client endowments from the ground up, and, most notably, helped family foundations for over two decades.
Passion
Our passion for giving back allows us to connect you with an advisor whose values align with your own.
Fiduciary
As a fiduciary, clients’ interests come first. Investment stewards, including trustees and investment committee members of foundations, endowments, and institutional clients partner with us to fulfill their fiduciary duties.
Investment Management
- Investment Policy Development & Review
- Asset Allocation & Securities Selection
- Monitoring & Rebalancing
- Review & Attribution
taxation planning
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Value Services
- Quarterly Consultant Meetings
- Ongoing Proactive Fiduciary Guidance
- Board, Committee, & Staff Education
- Philanthropic Partnership