Our Charitable Asset Management program empowers us to actively manage your philanthropic assets to your best advantage. With this flexible charity vehicle, you determine the risk tolerance of your account, and we’ll take care of the rest.

• Charitable Trust Services –Our custodian Charles Schwab manages the administrative services related to your account, without getting in the way of our managing it. You’ll enjoy all the benefits of an institutional trustee, along with professional management.
  
  
• Private Foundation Conversion Service – We’ll help you determine if converting your private foundation to a Charitable Gift Account is beneficial to you. Our ultimate goal is to help you transition smoothly into a low-cost, low-administration account that gives you greater grant-making privacy and higher returns.

Please note that Charitable Asset Management is provided only to AIA clients with charitable portfolios valued at $250,000 or more.