Apriem Charitable Services serves as our clients’ partner in philanthropy. Our experiences spans over 20 years in managing foundations and charitable accounts. Our team’s community involvement enhances the overall client experience.
Who We Serve
Non-Profit Foundations | Family & Private Foundations | Donor-Advised Funds | Charitable Trusts
Why Partner with Apriem
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.
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.
Our passion for giving back allows us to connect you with an advisor whose values align with your own.
How We Work With You
High Level Support Services
- Charitable Planning
- A Team that Understands Your Organization’s Strategic Mission & Goals
- Extension of Staff & Back Office Operations
- Investment Policy Development & Review
- Asset Allocation & Securities Selection
- Monitoring & Rebalancing
- Review & Attribution
- Quarterly Consultant Meetings
- Ongoing Proactive Fiduciary Guidance
- Board, Committee, & Staff Education
- Philanthropic Partnership
Connect with Apriem Charitable Services Team