Our Responsibility

We share your commitment to building a better world.

Find out more

Making a difference is
ingrained in our identity.

We show up in the communities we serve as a firm and as individuals. We also bring experience, commitment, and specialized investment management as part of our philanthropic support.

Our collective and individual efforts in philanthropy are a testament to our dedication as partners with endowments, private foundations, and nonprofit clients.

Stepping up in the
communities we serve.

Lido leaders and employees alike volunteer* in their communities and serve as board members for organizations supporting:

Education

Cradle-to-career learning, including early care, K-12, charter schools, financial education, higher education, and vocational training.

Health

Health and well-being, including cancer research, services for the hearing impaired, and healthcare for the homeless.

Human Services

Our most vulnerable, including battered women, low-income families, trafficking victims, foster youth, and the hungry.

Civic and Cultural

Enriching lives as volunteers for organizations involved in the arts, rotary, and museums.

* Lido employee survey August 2024

Explore your philanthropy
with our specialists.

Our experienced, passionate team has worked with a wide range of philanthropic organizations, from family foundations to large endowments. We go beyond meeting your philanthropy's asset management needs to help align governance, fundraising, and outreach with your deepest purpose.

Align investments
with values

Lido's investment infrastructure creates the transparency to keep your purpose at the heart of your portfolio.

Partner
beyond investing

We consult on governance, investment policy statements, and connect your organization with our extensive network.

Go beyond
the gala

Create more sustainable year-round donation flow using the latest fundraising best practices and marketing.

Create
advanced plans

We'll work with you to clearly define goals, create efficiency, and leverage collaboration.

Team Spotlight

Clarity, commitment, and a deep understanding of our client's philanthropic objectives are at the heart of everything we do.”

Stasia Washington

Managing Director, Senior Wealth Manager

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