Unlock Liquidity Solutions on Demand

Wealth Planning
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An opportunity arises. Whether for a pied-à-terre in the city, a second home in the country, a vacation house at the beach—or other circumstances that require significant liquidity, such as tax planning, wealth transfers, or transformational charitable giving—why not leverage the power of your portfolio at your fingertips? Securities-based lending may afford the opportunity to free up available cash by using a portion of your eligible portfolio holdings as collateral.

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Catholic Foundations Continue to Advance in the United States

Walter J. Dillingham Jr., CFA |
Corporate & Institutional
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In 2016, we released one of the first studies on religious-based fundraising foundations, The Advancement of Religious-Based Fundraising Foundations in the United States. We examined religious giving and focused on the use of stand-alone fundraising foundations, focusing on Catholic diocese or community foundations. This updated research report shows that Catholic foundations have become a national trend and continue to advance at a fast pace in the United States.

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Fundraising and Endowment Strategies for Independent Schools in New York

Walter J. Dillingham Jr., CFA |
Corporate & Institutional
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This research report conducted in 2013 provides an analysis of fundraising, endowment management, and governance/disclosure practices of independent school foundations in New York State.There are three trends affecting independent schools nationally today: enrollments are flat and declining; there is great pressure to expand programs and facilities; and tuition costs continue to rise, impacting affordability for many families.

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