Philanthropic Planning

At ALINE WEALTH, our integrated services and customizable solutions are designed to address the unique challenges of endowments, foundations and nonprofits with a focus on helping them realize both their short and long-term goals. Our process involves working directly with finance committees in order to come to a joint resolution on portfolio management, structure and an investment policy that reflects the vision stakeholders have for the future—aligning the mission of the organization with their portfolio.

Develop, Review, And Monitor Investment Policy Statements

We work with clients to develop custom Investment Policy Statements which are aligned with the organization’s stated objectives and constraints. IPS construction will be built to address return objective, risk tolerance, liquidity, time horizon, tax concerns, legal concerns, and unique circumstances.

Asset Allocation And Portfolio Construction

We work with clients to identify areas of investment opportunity, develop asset allocation strategies and provide ongoing monitoring of investments and reallocation of assets, when and where appropriate.

Customized Reporting And Analysis For Your Investment Committee

We create both high-level and detailed client portfolio and investment performance reports.

Fiduciary Compliance And Oversight

We will provide our professional guidance to help organizations meet their obligations as fiduciaries.

Risk Management

We will provide ongoing monitoring of the organization and its accounts to ensure proper due diligence is taking place.

Family Legacy Planning

We work with families to build toward a dynastic legacy through engagement, shared values, and philanthropy across generations.

Building a Legacy

At ALINE, being a legacy agent requires an open ear and an open mind. This means seeking opportunities that others may miss and being a steward when formulating an investment plan and a fiduciary when implementing it. Passion is our front and center–we strive to create and fulfill legacies that our clients can be proud of for generations to come. As stewards of philanthropic portfolios, our clients trust us to guide them through the increasingly volatile capital markets.


A Passion For Giving

Our clients have invested valuable time and resources into beloved nonprofits and causes, and they want this commitment to continue long into the future. We and our clients are willing to think creatively, both in choosing a vehicle for their legacy and helping to identify the optimal investment strategy to support their passions. We develop an investment policy statement (IPS) that matches the objectives, while respecting unique constraints. We endeavor to formulate an optimal portfolio, carefully monitor it and provide periodic reporting. Our intimate knowledge of this sector, coupled with our passion, translates into proactive empathy–an understanding and commitment to being there for our clients and to making a difference.

Many clients are using capital, from cash to investments, to maximize their giving in what we call a “double play.” That is, growing their capital base within their areas of giving interest. We work collaboratively, seeking to find the most effective ways to establish your legacy through charitable giving so that the people and causes that are important to you may receive the greatest benefit.

Learn more about the co-author of "A Passion for Giving," Peter J. Klein.

Learn More

Featured Videos

What is a Legacy Agent?

Hightower Philanthropy Conference 2015

Hightower Philanthropy Conference 2016 Intro

Hightower Philanthropy Conference 2016
What Is the Difference Between Philanthropy and Charity

Awards & Recognition

AW 2017 Award

Larry Kushnick Memorial Award for Community Service 2017

AW 2017 Award

Best Philanthropist on Long Island by Bethpage Federal Credit Union 2017

Aline 2014 Award

Philanthropist of the Year by the Long Island Alzheimer Foundation

Aline 2013 Award

Man of the Year by Life’s WORC 2013

Aline 2011 Award

Gillan Family Humanitarian Award by the Child Abuse Prevention Service 2011

We can help you stay ALINED on your financial journey.

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