Sheila Lawrence, MALD, CFP®, CAP®

Sheila Lawrence featured in an AUM/Boston article on “The Philanthropy Talk”

02/26/2019

AUM/Boston Magazine featured an article on “The Philanthropy Talk: How Do I Do It & Why Do I Have To?” in their February/March 2019 issue.

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Our Community Gifts Committee announces our support of a number of non-profits

11/09/2018

Our commitment to philanthropy continues this quarter with our support of a number of local and national charitable organizations.

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White present with a silver bow in one corner with an tree branch below it on a white background

Our Community Gifts Committee is delighted to announce our fall charitable beneficiaries

08/13/2018

At Ballentine Partners, in addition to our passion for helping clients reach their philanthropic goals, we are also committed to philanthropy as a firm.

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Gifts, Envelope, Giving, Charitable, Philanthropy

Our Community Gifts Committee is pleased to announce their support of a number of charitable organizations

05/17/2018

At Ballentine Partners, we not only help clients reach their philanthropic goals, we are also committed to philanthropy as a firm. Each year, we select organizations from within our communities in New Hampshire, Massachusetts, and Florida to support financially.

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Stephen H. Hopkins

Stephen H. Hopkins joins the board of the National Philanthropic Trust

04/17/2018

Ballentine Partners is happy to announce that Stephen H. Hopkins, Partner and Senior Client Advisor, has been appointed to the Board of Trustees of the National Philanthropic Trust.

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Seattle Foundation, Coventry Edwards-Pitt, Ballentine Partners, Raised Healthy Wealthy & Wise, Next-Generation, Philanthropy

The Seattle Foundation blogs about “Raised Healthy, Wealthy & Wise”

05/14/2015

Coventry Edwards-Pitt, Ballentine Partners’ Chief Wealth Advisory Officer, and author of “Raised Healthy, Wealthy & Wise: Lessons from successful and grounded inheritors on how they got that way,” was featured by the Seattle Foundation in their recent blog.

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William Tickle, CFA

Personal Gifting: The Journey from Impulsive to Strategic Gifts

04/15/2015

Family Office Exchange (FOX) featured William Tickle’s blog post about creating and implementing a strategy for personal gifting.

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William Tickle, CFA

Will Tickle Interviewed by the Federal Reserve Bank of San Francisco

08/18/2013

Will Tickle, Senior Investment Advisor & Director of Impact Investing, was quoted in a paper by the Federal Reserve Bank of San Francisco on impact investing called “The New Family Philanthropy: Investing for Social and Environmental Change”.

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