Philanthropy
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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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Insights & Education
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Spectrum Newsletter Winter/Spring 2023
Read about opportunities to manage wealth through different means, while navigating turbulent markets with financial well-being as your compass. -
Donor-Advised Funds vs. Private Foundations: A Guide to Choosing Your Philanthropic Giving Strategy
Chris Ou-Tim, Advanced Planner
First Republic Investment Management
An effective giving strategy aligns charitable spending with personal priorities, but it also hinges upon a philanthropist’s ability to select the most appropriate tool — whether that’s a donor-advised fund, a private foundation or a combination of the two.
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Strategic Philanthropy: How to Give Smartly and Successfully
James Wilcox, Managing Director, Matthew Babrick, Senior Managing Director
For many wealthy individuals, philanthropy provides a way to support beloved causes and create some tax efficiencies.
First Republic Investment Management
NOT FDIC INSURED │NOT BANK GUARANTEED │ MAY LOSE VALUE