Planned Giving Services
Overview
As an outgrowth of our institutional investment consulting and strategic philanthropy
practices, Cornerstone Advisors Asset Management, Inc.
provides a full outsource investment management and gift
administration solution to middle market institutions with planned giving programs with
assets from $300 thousand to $10 million. Our experienced planned giving team and client
advocates provide all services required to manage and administer your planned giving
program including tax, investment management and gift administration services for trusts,
charitable gift annuities and pooled income funds. By combining our core investment
management consulting practice and partnering with some of the industry’s leading firms,
we are able to deliver superior client service and customized solutions designed to help
our clients attract new planned gifts and grow their planned giving programs.
For more information about how Cornerstone’s Planned Giving Services can help you and your
institution, please contact our Director of Planned Giving Services, Thomas A. Aschoff,
at (610) 694-0900 or
taschoff@cornerstone-companies.com.