We believe clients' philanthropic capital should be managed as strategically as their financial capital.
Morgan Stanley Philanthropy Management was created in 1998 to work with nonprofits and foundations to help ensure the strategic growth and development of their charitable mission. Their services include assisting with crafting or redefining their charitable missions and broader strategy, improving governance, assisting in the hiring and training of staff, identifying high-impact board members, engaging volunteers, and fostering connections to like-minded individuals and organizations. We help organizations of all sizes maximize their effectiveness.
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Tax laws are complex and subject to change. Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice and are not “fiduciaries” (under ERISA, the Internal Revenue Code or otherwise) with respect to the services or activities described herein except as otherwise provided in writing by Morgan Stanley and/or as described at www.morganstanley.com/disclosures/dol. Individuals are encouraged to consult their tax and legal advisors (a) before establishing a retirement plan or account, and (b) regarding any potential tax, ERISA and related consequences of any investments made under such plan or account.
CRC#5692090 (05/2023)