Client Experience

Making Charitable Gifts Around the World

Our client, who had enjoyed a successful career in the United States, reached a point in his life where he was able to give back. He identified a hospital in a community in rural India, where he was born and grew up, and decided to help with its prenatal and childbirth centers.

To accomplish this goal, we helped him set up a special donor-advised fund that our firm offers in conjunction with The National Philanthropic Trust (NPT), a public charity.

“It is exciting to see the enormous difference even small grants can make around the world.”


Our client advised NPT to donate $15,000 to the hospital. After vetting the potential recipient, NPT crafted the grant agreement. To maximize the donation by reducing transaction fees to the hospital, we converted the grant dollars into rupees before giving the money to the hospital, thereby reducing transaction fees.

A year later, NPT checked to see whether the donation had been spent exactly as he intended. It had been. In fact, the hospital was able to account for the number of healthy babies and mothers who had been helped because of the grant.

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All case studies are shown for illustrative purposes only and should not be relied upon as advice or interpreted as a recommendation. Results shown are not meant to be representative of actual investment results. Past performance is not necessarily indicative of the likely future performance of an investment.