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Philanthropy
Philanthropy
We all have personal reasons for giving to charity, but many of us give out of a common desire to share our good fortune with others. And while our generosity can certainly improve the communities in which we live and work, it can also help us financially.We offer strategies for both investors and nonprofit institutions to improve their situations through charitable giving. Contact your advisor for ideas on how we can help.
Philanthropic Gift Catalog
To spark some joyful giving ideas for you and your family, you can view the Morgan Stanley Smith Barney Perspectives in Philanthropy Gift Catalog (PDF) or request a copy from your Financial Advisor.
The Catalog features more than forty exciting gifts and meaningful funding opportunities. We've included a wide spectrum of nonprofit organizations, both geographically and mission diverse, that are working on the front lines to make their local communities, the nation and the world a better place.
Investor Services
Integrate charitable giving into an individual investor financial plan.
Nonprofit Services
Get information on investment consulting services for nonprofits.
Our firm and its affiliates are not in the business of providing tax or legal advice. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties. Tax-related statements, if any, may have been written in connection with the “promotion or marketing” of the transaction(s) or matters(s) addressed by these materials, to the extent allowed by applicable law. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
For more information, please contact your Financial Advisor.