The Stone - Beck Group - Morgan Stanley Team - Pasadena, CA
Morgan Stanley
The Stone - Beck Group
at Morgan Stanley
Consulting Group
55 S. Lake Avenue Suite 700
Pasadena, CA 91101
tel: (818) 409-0755
toll-free: (800) 488-1240
fax: (818) 742-6271
Transforming Passion into Action

Do you have a passion that you'd like to transform into an actionable plan that benefits others?  We, along with our partners1 across the firm, can help you:

  • Define your charitable interests and identify nonprofits that work in those areas
  • Select charitable vehicles that may address your needs
  • Implement plans to help ensure that your charitable dollars are well spent
  • Seek nonprofit board placements that complement your passion
  • Conduct research on specific charities and areas of charitable interest
  • Introduce you to like-minded philanthropists
  • Find ways to involve children and other family members in your giving
  • Offer Foundation Management Services, a sophisticated, turn-key, back-office solution for family and corporate foundations.

Please contact us if you have any questions or would like to discuss ways of incorporating charitable giving into your overall wealth strategy and intergenerational planning.

Valuable Resources:

Morgan Stanley’s Perspectives in Philanthropy explores how charitable giving in being redefined in effective and meaningful ways.

The latest issue, Vol. 14, “Social Entrepreneurship,” focuses on articles that highlight the tremendous work done by individuals and institutions to make the world a better place.



Read Strategies for Charitable Giving - an introduction to different charitable giving strategies, including some of the financial and estate-planning issues associated with them.



We can discuss all of these resources when we meet. In the meantime, to begin to identify factors that might have shaped your attitude about charitable giving, ask yourself the following questions:

  • Which childhood lessons about money related to giving have carried over into your life as an adult?
  • As you look at how you spend your time now, what activities do you enjoy the most? Which activities do you consider the most worthwhile?
  • Describe the nonprofits you support. What is your reason for giving to these organizations?
  • What single charitable gift or activity has given you the most joy?
  • Do you know how effectively the organizations you support have been using the money? Is this an important factor to you?


1 Gaining access to Philanthropic Services can be contingent on meeting certain criteria, including minimum $25MM total net worth, with $10MM in liquid assets.

 

2 While we believe Morgan Stanley Global Impact Funding Trust ("GIFT") represents a valuable philanthropic opportunity, the program may not be appropriate for everyone.  Please see the Donor Circular & Disclosure Statement for more complete information on GIFT, including a description of the risks, fees and expenses associated with a contribution.  Read it carefully before contributing. 


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