Philanthropy Management

Our clients understand the relationship between creating real value within an investment portfolio and creating real value for society, which is why we believe clients' philanthropic capital should be managed as strategically as their financial capital.

At Graystone Consulting, we are proud to be a part of Morgan Stanley, a firm deeply committed to the same mission-based principles as our clients. Over the years, Morgan Stanley has developed significant resources and research to help individuals and institutions achieve specific goals relating to their sustainability and philanthropy efforts. Morgan Stanley Philanthropy Management was created in 1998 to work with nonprofits and foundations to ensure the strategic growth and development of their charitable mission and that programs are aligned with their investments. Philanthropy Management’s services include assistance with optimizing fundraising techniques, formulating organizational strategy, improving governance, streamlining operations, and fostering connections to like-minded individuals and organizations.  The group also produces thought leadership such as the periodic journal Perspectives in Philanthropy in addition to an array of topical whitepapers and convenes a series of events, conferences and salons each year, including The Exchange—a two-day conference offering philanthropic funders, individual donors, leading nonprofits and family offices the unique opportunity to learn, share and collaborate on solving critical issues facing our communities and society.

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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 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 2152871 (06/18)