Charitable foundation & endowment planning
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.
Goal alignment
Find agreement among your fiduciaries on investment program goals.
Asset allocation1
Target your giving to support organizational goals and mitigate risk.
Spending policy
Create consistent and sustainable support for your efforts.
Risk management
Develop a comprehensive framework focused on understanding risks and biases within your portfolio.
Local and knowledgeable advisors to help you along the journey.
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.
A personal Financial Advisor comes with the strength and knowledge of our entire team. Through Raymond James Financial Services, Inc., each advisor delivers the support you need and the knowledge and experience you deserve. You can review the background of Raymond James Financial Services and each advisor on FINRA’s BrokerCheck.
Our local team of financial advisors
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.
Natalie Berning, MBA, CFP®
Coleman Webb, CFP®
Donald "DJ" Kerr III, CFP®
John Passaglia, CFP®; CLU®; ChFC®
Melisa Lindsay-Lipkins, CRPC®
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.
Ready to get started?
Get a plan to match your goals.
Schedule a consultationFind the right advisor for you.
Meet our teamGive 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
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