Charitable Services
The Brennan Jandric Antkowiak Group believes that our assets, just like our lives, have specific purpose.
We also believe that everything we have is a gift – our abilities, our time, our material resources, and our experience – and that we are called to be generous with these gifts, for the good of others and our world. That is why, as part of our “Purposeful Management of Wealth™” approach, we help clients understand how the support of the causes most important to them can be a meaningful part of their financial plan – during their lifetime and beyond. It is also why we spend quite a bit of time as volunteers with a host of charitable organizations in our community, and why we offer our professional advisory services to charitable organizations, institutions, and foundations as well.
We are blessed to have developed this expertise (and philosophy) as a result of direct experience as non-profit volunteers, staff members, and leaders. Please let us know how we could serve you or your organization.
Charitable Advisory Services:
Non-Profit Organizations, Institutions, and Foundations
- Comprehensive gifted-securities process which assures prompt recognition of the donor
- ESG and Socially-Responsible-focused
- Investment Consulting Services and Investment Management
- Screening of existing investment portfolios for ESG and Socially Responsible holdings
- Planned Giving Tools and Marketing expertise through a network of professional Development, Tax and Legal Advisors
- Non-Profit Board Governance review and resources through a network of professional consultants
Families and Individuals
- Charitable Planning as part of “Purposeful Management of Wealth™” process
- Expertise in Donor Advised Funds, Charitable Trusts and Charitable Gift Annuities, Foundations and Endowments
- Socially and Morally Responsible Investment Strategies
- Collaboration with client’s Professional Advisors to build estate plan and strategies that create a charitable legacy
Jerry’s Non-Profit Experience
- American Museum of Asmat Art @ University of St. Thomas Advisory Board - Chair
- Minnesota Gift Planning Association - Past President/Programs Committee
- Catholic Community Foundation of MN Board of Directors - Past Vice Chair and Executive Committee member, Investment Committee and Governance Committee
- Nativity of Our Lord Parish – Trustee and Endowment Committee Member
- NET Ministries Board of Directors – Vice Chair
Peter's Non-Profit Experience
- Saint Paul Jewish Community Center - Board of Directors
- St. Paul Chamber Foundation - Board of Directors
- Guild Incorporated - Ambassador
Lynn’s Non-Profit Experience
- Meals on Wheels - Team Driver
- Memorial Blood Bank - Donor