Private Clients

Foundations

"Developing programs and activities which will make a real difference in people's lives is our top priority. Sterling has played a vital role in helping us achieve our goals of helping people. If you have a private foundation and you care about making a difference, you need to contact them."

- Ellen Hunt, Rudd Foundation.
Napa, CA

“You have bridged the gap between ‘Knowing versus Doing.’ For the busy professional with long-term charitable goals, this is a huge problem. Sterling provides the solution with both knowledge and action.”

- Jack Russo, Chairman of the Foundation for Creativity in Dispute Resolution.
Palo Alto, CA

“Private foundations have played a vital role in solving a number of important public health and medical issues. Once-terrible scourges like yellow fever and polio no longer threaten us and our children. However, today there is much critical research— research that could lead to the cure of many diseases, the easing of much suffering, and to longer, healthier lives for all of us — that is underfunded or not funded at all. Private philanthropy, most notably the philanthropy of private foundations, can fill that gap. The people at Sterling Foundation Management, whom I’ve known for years, are doing their part to help by making it easy and convenient for people to create and run their own private foundations. I salute them.”

- Dr. Steven Simon, Harvard Medical School.
Boston, MA

“Sterling provides a complete solution to foundation creation and management, enabling our family to focus on the most important aspects of giving.”

- Charles and Jane Fink, Founders of the Charlie and Jane Fink Charitable Fund and the Musical Development Fund
Oakton, VA and Washington, DC

CRT Owners

“I am a financial advisor and just completed the sale of the income interest in my personal CRT. It was a new concept to me and I was amazed at the excellent communication and education I received, and the efficient service and expediency of the transaction. I have been very impressed with the Sterling team and I feel fortunate to have found a unique new resource for my clients.”

- Marlo L. Stil
Rancho Mirage, CA

“Once I crunched the numbers, selling my CRT lead interest was an easy decision for me. Sterling found a buyer willing to pay more for my CRT interest than I could have gotten from keeping the CRT, and I am better off financially because of the transaction. Any person with a CRT should look hard at the sale option. Very satisfied client.”

- Josh T. Barnes
Charlevoix, MI

“Sterling provided a valuable service to me and my family by facilitating the successful liquidation of our CRT income interest. They were attentive, professional, easy to work with, and able to find a buyer within a tight timeframe, allowing us to close the transaction by year's end. We are extremely thankful to Sterling and would certainly recommend them to others considering them.”

- Winter K. Mead
San Francisco, CA

“I recently sold my CRT income interest through Sterling. The process was straightforward and I found Roger Silk and his staff to be courteous and responsive. I was very pleased financially with the outcome and would encourage other income beneficiaries to carefully consider this option.”

- Howard R. Champion
Bethesda, MD

“This is such a relief to have gotten control back of the funds we had invested in the CRT. We have plans that will much better suit and aid our retirement, and are kicking up our heels in glee! I want to thank you again for your knowledge and expertise, and your courtesy. You’re all great; you are truly professionals and a credit to the financial world and the world in general. Good job, thank you for everything. We’ll sing your praises whenever we get the chance!”

- Dean & Margo Hamilton
San Diego, CA

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