The Waisbein-Herrick Group - Morgan Stanley Team - Menlo Park, CA
Morgan Stanley
The Waisbein-Herrick Group
at Morgan Stanley
Consulting Group
2882 Sand Hill Road, Suite 200
Menlo Park, CA 94025
tel: (650) 234-5118
toll-free: (800) 456-0914
fax: (650) 234-5183
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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