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Charitable Foundation & Endowment Planning

Let’s come together and do more.

Charitable giving that reflects your values.

When it comes to matching your investment portfolio to your mission, there are some major considerations. Our team can help.

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Goal Alignment

Find agreement among your fiduciaries on investment program goals.

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Asset Allocation1

Target your giving to support organizational goals and mitigate risk.

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Spending Policy

Create consistent and sustainable support for your efforts.

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Risk Management

Develop a comprehensive framework focused on understanding risks and biases within your portfolio.

Let’s develop a long-term approach that fits your goals.

Each organization is different, so we provide tailored solutions and a holistic approach to make a meaningful impact. Working together for a better outcome, our advisors can help make recommendations on proper governance structuring, offer guidance on appropriate spending and investment policies, develop or review asset allocation strategies, or implement oversight.

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Our Local Team of Advisors Can Help

What’s your vision for the future? Ensure that your legacy unfolds how you want with a carefully crafted plan. Comprehensive legacy planning combines choosing the right vehicles—wills, trusts, insurance and more—with the prudent selection, balance and placement of investments. Your advisor can help ensure that your wishes are realized.

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Natalie Berning, MBA, CFP®

Financial Advisor | Raymond James Financial Services, Inc.
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Coleman Webb, CFP®

Associate Financial Advisor | Raymond James Financial Services, Inc.
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Donald "DJ" Kerr III, CFP®

Financial Advisor | Raymond James Financial Services, Inc.
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Leslie Warren, AIF®

Financial Advisor | Raymond James Financial Services, Inc.
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John Passaglia, CFP®; CLU®; ChFC®

Financial Advisor | Raymond James Financial Services, Inc.
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Melisa Lindsay-Lipkins, CRPC®

Vice President | OnPoint Wealth Management & Investment Services Registered Principal | Raymond James Financial Services, Inc.

Local and knowledgeable advisors to help you along the journey.

We’ll make your journey more enjoyable by handling the heavy lifting for you.

A personal Financial Advisor comes with the strength and knowledge of our entire team. Each advisor aligns with Raymond James Financial Services, Inc. to deliver the expertise you need and the experience you deserve. You can review the background of Raymond James and each OnPoint registered investment professional on FINRA’s BrokerCheck.

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Help employees plan for their future, and they'll stay a part of yours.

There’s no “one size fits all” solution to establishing an employee retirement plan. That’s why we take an unbiased approach to tailoring our guidance and services to the unique needs of your business. Your success is always our focus. For help attracting and retaining talent, consider adding or growing your employee retirement plan.

Learn more about retirement services

Ready to get started?

Get a plan to match your goals.

Schedule a consultation

Find the right advisor for you.

Meet our team

Give us a call.

Disclosures

1Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.

Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability

Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.

https://www.raymondjames.com/privacy-security-and-account-protection/privacy-notice

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