Guiding endowments and foundations forward

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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

Education

  • BS Business Administration, University of Southern California

Credentials

  • Endowment & Foundation Consultant

Philanthropy
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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ElectionWatch 2024

24 questions for the '24 US election

Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.

The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.

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