Your Philanthropic Services Team
Gift Planners
Our experienced gift planners can help you define your charitable vision and establish your fund.
We partner with you and your financial advisors, attorneys or accountants to create the right fund for you.
Philanthropic Advisors
Once you have opened a fund with us, you'll be assigned a dedicated philanthropic advisor.
Our philanthropic advisors are ready to help you fulfill your charitable mission. They have the experience and community connections to help you start, continue or grow your giving.
