Bryan Taylor

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comprehensive investment consulting trust administration & tax return preparation gift annuity administration & tax preparation donor advised fund administration christian financial advisor outsourced chief investment officer planned giving administration gift & estate consulting asset management consulting donor advised funds charitable trusts gift annuities endowment funds institutional stewardship investment consulting investment policy development portfolio design compliance administration tax form preparation donor engagement strategy fiduciary compliance systematic investment philosophy investment program evaluation risk adjusted returns fund tracking donor statement preparation quarterly reporting manager selection strategic asset allocation socially responsible investing biblically responsible investing funding transformational gifts charitable gift planning financial policy review advance development strategies deferred gift consulting customized investment solutions major gift support asset allocation model policy adherence monitoring comprehensive fiduciary oversight development team training organizational stewardship relationship-focused fundraising financial infrastructure assessment major donor consultation investment performance analysis client reporting nonprofit financial management financial advisory services ethical investing practices legacy giving alternatives