Memory Trees LLC provides investment management & consulting, portfolio management, financial record-keeping and related services to Family Offices, HNWIs, law firms, startups, public charities, and various small business owners.
Memory Trees Corporation, our family's charitable foundation, is focused on a Mission of "Giving Back Life... In Abundance!" The organization specializes in Giving Accounts & Donor Managed account services.
We invite socially minded foundations, corporations, and funders to join Memory Trees in creating meaningful, lasting partnerships globally. Together we manage, invest and support economic development. We deliver community upliftment programs near project sites of major international corporations. Local education, training, and employment opportunities benefit the funding corporation, its employees, and their greater communities. Projects include:
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Education: providing top-quality education to learners from low-income communities
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Jobs: we fund entrepreneurial and artisanal programs that help people to provide for themselves and their families.
Memory Trees manages Giving Accounts for global corporations and socially minded investors, helping them to send money to registered charities around the world.
You can give to, through, and with Memory Trees. When you donate to Memory Trees, we direct it where it’s needed most; when you give through us, we send it to the charitable cause of your choice anywhere in the world; and when you give with us, we will consider co-investing in initiatives that improve the lives for all who live there, where your charitable project is located.
For corporations, our Giving Accounts offer an easy-to-manage and cost effective way to expand employee donation programs to international employees who would also like to contribute to community upliftment initiatives. For individuals, it is a great way to learn about charitable giving with impact, hands-on investing & asset management, generational wealth creation/transfer, and more.
Charity has no borders! We help U.S. donors to donate to charities around the world.
In the ever-evolving landscape of the U.S, capital markets, a unique and powerful process has developed into a highly successful model that offers significant benefits for all participating stakeholders:
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Registered global charities
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Brokers, wealth managers and financial advisors
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Individual and corporate philanthropists and taxpayers
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Energy and mineral resource exploration companies & investors
Our capital markets expertise and innovate ability to structure deals that elicit the greatest possible benefits, make Memory Trees a recognized and trusted partner in Giving Solutions. If you’re looking for the smartest way to make an impact, you’ve found it!
Get accurate books delivered monthly! Memory Trees offers comprehensive bookkeeping services to public charities, family offices, charitable foundations, and socially minded investors.
We use user friendly bookkeeping technology that can offer user access to your organization's "executive in charge", thereby helping to eliminate common errors. We will guide you from set-up to "live", and then help you to understand the ins-and-outs of your organizational finances.
For an additional fee, we can provide complementary back-office e.g., payroll & accounts payable, and "rent-a-CFO" services. Memory Trees is not a public accounting or tax advisory firm, and does not provide services that would require a license to practice public accountancy.
Memory Trees uses TD Ameritrade as Clearing Firm. The attached PDF form provides clearing information for direct donations of equities/stocks, funds and/or larger cash amounts from your investment account to Memory Trees. Please contact us to discuss larger distributions of assets and/or the creation & ongoing management of a structured financial donation & giving program.
Memory Trees offers a simple solution for tax-efficient giving, in support of the causes donors care about. We create Giving Accounts within our trust investment portfolio, and then manage ongoing distributions to charities that donors wish to support. We take care of governance, administration & reporting requirements, allowing donors to enjoy giving without complications. This service is ideally suited to donors who give $20,000 or more annually.
