Foundations & Endowments

Personalized Strategies for Enduring Philanthropic Success

How to effectively leverage your liquid assets for charitable giving.

Creating a foundation or endowment offers a structured and sustainable way to support the causes you care about in a meaningful way.

Our Fractional CAP® Chartered Advisor in Philanthropy crafts personalized strategies tailored to your philanthropic goals.

We assist in establishing and managing your foundation or endowment, providing guidance on compliance, investment strategies, and a plan to help grow and manage your charitable assets.

These structures may also offer potential tax advantages, allowing your contributions to be more impactful over time.

Create a Lasting Philanthropic Legacy

MEMPHIS

NASHVILLE

Houston

Phone: +901.202.3909
6055 Primacy Parkway
Suite 160
Memphis, TN 38119

Phone: +615.261.4632
7000 Executive Center Dr, Suite 210 (Building 2)
Brentwood, TN 37027

Phone: +512-662-6262
2636 South Loop West,
Suite 302
Houston, TX 77054

Securities offered through Lion Street Financial, LLC (LSF), Member FINRA and SIPC. Investment Advisory Services offered through Csenge Advisory Group (CAG), an investment adviser registered with the SEC. Lion Street Financial is not affiliated with Radian Partners, LLC. Radian Partners and the above firms are not affiliated. LSF and CAG do not provide tax or legal advice. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed.

Lion Street ADV2 Lion Street CRS

Check the background of this firm on FINRA’s BrokerCheck

MEMPHIS

Phone: +901.202.3909
6055 Primacy Parkway
Suite 160
Memphis, TN 38119

NASHVILLE

Phone: +615.261.4632
7000 Executive Center Dr, Suite 210 (Building 2)
Brentwood, TN 37027

Houston

Phone: +512-662-6262
2636 South Loop West,
Suite 302
Houston, TX 77054

Securities offered through Lion Street Financial, LLC (LSF), member FINRA and SIPC. Investment advisory products and services offered through Lion Street Advisers, LLC (LSA), an investment adviser registered with the SEC. Radian Partners and the above firms are not affiliated. LSF and LSA do not provide tax or legal advice. This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all services referenced on this site are available in every state and through every advisor listed.

Lion Street ADV2 Lion Street CRS

Check the background of this firm on FINRA’s BrokerCheck