As a group, our principals serve on the boards of more than thirty civic, educational or other not-for-profit institutions. As a result, we offer the advantage of extensive direct experience with universities, independent schools and other not-for-profit organizations. We also work with clients who use private family foundations and supporting organizations as a conduit for their ongoing charitable giving.

Diversified Trust offers the following services to our clients:
  • Investment Policy - Diversified Trust reviews policy asset allocations, eligible investments, performance targets, and acceptable risk parameters.
  • Spending Policy - Diversified Trust helps clients determine an appropriate spending policy to account for investment earnings, expenses, and annual support obligations.
  • Planned Giving initiatives - For our not-for-profit clients, we are a resource for planned giving initiatives. We help design and implement pooled income funds, donor advised funds, gift annuities, and individual charitable trusts. We are also available to work directly with prospective donors who wish to establish a planned gift to benefit our client.