You can use Memory Trees services in full confidence that we’re not profiting from your generosity. When the administrative costs of services are covered, any surplus is reinvested into supporting charitable activities and giving.
Memory Trees makes charitable giving accessible, simple, and effective. That's why we require no minimum donation amount to open a Donor Advised Fund (DAF) or "Giving Account". We offer you the ability to support charitable projects by donating as often as you'd like. See more information about DAF and Giving Accounts accounts below.
When you donate to your Memory Trees Giving Account, we will allocate your donated funds to various community upliftment projects, globally. All our charity partners are subject to a rigorous application and approval process to ensure that any donation we make is sent to properly-registered, legitimate charities.
Honor a loved one’s legacy with a Memory Trees Memorial Fund, a heartfelt tribute that keeps their spirit alive through meaningful impact.
Every contribution supports a specific cause - e.g., education, healthcare, community programs - that reflects the values and passions your loved-ones cherished. By donating, you’re not just giving - you’re creating a lasting difference, ensuring their memory inspires hope and change for generations to come. Join us today in celebrating a life well-lived and a legacy that endures!
We manage multiple investment portfolios for Family Offices and individual clients in exchange for relatively modest, very competitive annual fees. Revenue we generate is distributed directly to charities we support.
Our unique, successful and powerful investment model offers benefits for participating stakeholders:
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Family Offices
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Registered charities
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Individuals and corporations
Our capital markets expertise and ability to source deals and great assets that maximize cash flow and shareholder returns makes Memory Trees a recognized and trusted partner in Private Wealth Investment services.
Imagine a world where your financial future feels secure and tailored just for you - especially as a mature woman.
Memory Trees offers investing services and resources designed with your unique journey in mind, helping you to build wealth, plan for a confident retirement, and tackle challenges like longer life expectancy. It’s never too late to take control, and our investment services are here to guide you every step of the way - gently, confidently, and on your terms.
Ready to explore what’s possible? Contact us for a private discussion about your unique situation.
1. A Donor-Advised Fund (DAF) and/or Memorial Funds are charitable Giving Accounts that allow individuals, families, or organizations to make tax-deductible contributions to a fund, which is then managed by Memory Trees (the sponsoring organization). Donors are granted the privilege of suggesting how much funds are distributed annually, and to which public charities, over time. Memory Trees handles the administration, and ensures compliance with legal and tax requirements.
2. Charity has no borders! For our Global Giving Account services, we take pride in aligning our interests with those of our clients by levying nominal, modest fees for funds received and transferred globally, on behalf of our donors and grantees.
3. For Private & Women's Wealth clients our fees are calculated as a modest percentage of the annual profit we generate. In the absence of a positive return on investment there is no fee. This approach ensures that our team is deeply committed to maximizing your returns, as our success is directly tied to yours. As a non-profit organization, Memory Trees offers U.S. clients a unique advantage: our annual fee qualifies as a tax-deductible contribution.
Moreover, any profits we generate are thoughtfully directed toward impactful charitable initiatives, rather than being allocated to extravagant offices or facilities - a practice often favored by traditional Wall Street institutions. This structure reflects our dedication to creating meaningful value, both for our clients and the communities we serve.
A copy of the official registration and financial information may be obtained from THE DIVISION OF CONSUMER SERVICES or by calling 1.800.435.7352 toll-free within Florida. Registration does not imply endorsement, approval or recommendation by the State of FL.
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. Contact us for more information.
Memory Trees offers simple solutions for tax-efficient giving, in support of causes that our donors care about. We invest donations into our charitable trust investment account, and then manage ongoing distributions to charities that our donors support. We take care of governance, compliance, administration and reporting requirements, allowing donors to enjoy giving without complications. Giving Accounts are ideally suited to donors who give $20,000+ annually.
