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Your Clients Deserve the Best

We help you provide just that.

For decades, we have worked in partnership with wealth, estate and tax planning advisors to help individuals, families and businesses support the causes and communities they care about.

From helping your clients identify their giving goals to maximizing their tax benefits and structuring all types of gifts (we have experience with everything from business transitions to retained life estates), we can tailor a plan to turn your clients’ passions into a lasting charitable impact.

Local Expertise, Statewide Reach

Our experienced, local staff understand ongoing and emerging community needs. That specialized knowledge ensures that your clients can strategically target their gifts to match their charitable intent.

No matter what your clients’ charitable needs are, we’re here to support you.

Donor Benefits and Services

Digital donor toolkit, guiding individuals and families in defining, setting and executing a bold giving vision.

Dedicated philanthropic advisor, providing guidance and advice.

Donor-only events, with opportunities to hear and learn about local and emerging topics.

Trusted and experienced investment team, generating strong returns.

Online donor portal, making it easy to access information and recommend grants.

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