Charitable Giving

That best portion of a good man’s life: His little, nameless, unremembered
acts of kindness and of love.”
—William Wordsworth

Do you want to support a charity or non-profit?

Ely Prudent Portfolios specializes in matching donors with charitable organizations. On our staff, we have a Certified Specialist in Planned Giving from the American Institute for Philanthropic Studies.

Whether you want to offer regular support every year or make a one-time endowment, we want you to feel fulfilled in supporting causes close to your heart. We’ll help you do it in a way that helps those organizations meet their financial needs.

Are YOU a charity or non-profit?

Good news. We also specialize in providing investment advisory and consulting services for smaller nonprofit organizations. If you’re a charity, contact us.

heartbookbookmarkusercalendar-fullpie-chartdiamondleafbriefcase