Guiding endowments and foundations forward

Art in gallery

Jeffrey Dunigan

Senior Vice President–Wealth Management

For over 20 years, Jeff Dunigan has helped nonprofits establish and grow endowments and implement  strategies that have generated significant philanthropic support.  Drawing on his experience and guidance, he can help organizations and foundations diversify funding sources and manage assets to further their missions.

Jeff understands that institutions need to align their financial strategies with the operational outcomes they seek. He can assist organizations and donors to develop investment policies to meet specific goals and pursue their objectives to strengthen the community, and seek long-term sustainability.

Registered States:
  • CA
  • FL
  • IL
  • IN
  • MA
  • MI
  • MO
  • NC
  • NY
  • OR
  • TX
  • UT


  • BS Business Administration, University of Southern California


  • Endowment & Foundation Consultant

Legacy planning
Financial Services professionals
1200 Prospect Street
Suite 100
La Jolla, CA 92037
  • (858) 551-9419

Email Me

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.


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