Philanthropy

The First Republic Endowment Committee has significant experience working with foundations, endowments, schools, museums and community service groups. We can work closely with your organization to help meet its unique investment goals. Further, we can work with your personal team of advisors to identify ways to help you create a philanthropic legacy to support the causes you most believe in, with a lasting impact for your lifetime and beyond.

  • Endowment Management

    First Republic’s Endowment Committee has significant experience working with nonprofit organizations. We work together with your team to meet the organization’s investment goals while navigating the regulatory environment unique to nonprofit organizations.
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  • Financial Planning

    First Republic can conduct a personal financial review to help you evaluate and determine how much you will need to save to achieve your goals.
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  • Trust Administration

    First Republic Trust Company and First Republic Trust Company of Delaware LLC take a hands-on, personalized approach to trust administration.
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Articles & Insights

  • Step-by-Step Guidance to Evaluating a Charity

    William P. Barrett, Contributor
    Forbes

    For a would-be donor, evaluating a charity–big or small–is not easy. The trick is to look for information ask a lot of questions, and think before making donations.

  • Empowerment and Redefining Social Good

    Liz Powers, Founder
    ArtLifting

    Generosity is to be commended, especially when it concerns outright financial support of disadvantaged populations. But what happens after the check has been written?

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Our Relationship Managers are ready to tailor financial solutions to suit your individual needs.

Investments through First Republic Investment Management and First Republic Securities Company, LLC are:

NOT FDIC-INSURED │NOT BANK GUARANTEED │ MAY LOSE VALUE
Special Notice to Non-U.S. Investors: Each of the investment products and services referred to on this website is intended to be made available to U.S. residents. This website shall not be considered a solicitation or offering for any investment product or service to any person in any jurisdiction where such solicitation or offer would be unlawful.