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Memory Trees LLC manages the Memory Trees Equity Fund. We specialize in deal-sourcing and work collaboratively with clients to create unique, high-yielding investment opportunities.

Memory Trees Corporation is our family's charitable foundation with a Mission of "Giving Back Life... In Abundance!" The organization invests directly and jointly with clients into various global programs and projects.

Community Investments

We invite funders to join Memory Trees in creating meaningful, lasting partnerships globally. Together we manage, invest in, and support economic development projects. Our community upliftment programs benefit the funding corporation, its employees, and their greater communities.

 

Typical projects include:​

  • Education: providing top-quality education to learners from low-income communities

  • Jobs: we fund entrepreneurial and artisanal programs that help people to provide for themselves and their families.

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Giving Accounts

Memory Trees manages Giving Accounts for individual social impact investors and corporations. We enable them to send money to registered charities around the world.

We offer donors multiple giving options. When you donate to Memory Trees, we will allocate funds to various community upliftment projects. When you give via Memory Trees, we send your financial gifts to charitable causes of your choice anywhere in the world. When you invest with Memory Trees, we will consider co-investing with you in social impact investment opportunities.

A Giving Account also offers corporations easy-to-manage, cost effective ways to expand employee donation programs to international employees.

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Global Giving Services

Charity has no borders! We help U.S. donors to donate to charities around the world.

In the ever-evolving landscape of U.S, capital markets, a unique and powerful process has developed into a successful model offering significant benefits for participating stakeholders:

  • Registered global charities

  • Brokers, wealth managers and financial advisors

  • Individual and corporate philanthropists and taxpayers

  • Energy and mineral resource exploration companies & investors

Our capital markets expertise and ability to structure and source 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!

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Back-Office Support

Get accurate books delivered monthly! Memory Trees offers bookkeeping services to public charities, family offices, charitable foundations, and socially minded investors.

We use QuickBooks online, a user-friendly bookkeeping application. 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 a "rent-a-CFO" service.

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.

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Donate Equity or Cash

Memory Trees uses Charles Schwab for Clearing. The attached PDF form provides deposit information for direct donations of equities, 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.

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