What We Do
We support people to fulfill their philanthropic vision for the communities and causes they care about in ways that are simple, convenient and lasting.
We can help:
- Define your philanthropic goals
- Assess your full range of giving options
- Optimize your savings on capital gains and income taxes
- Strategically plan your charitable giving to maximize results
- Significantly enhance your philanthropic scope and effectiveness
- Build a charitable family legacy
- Create income for your retirement or for loved ones after you’re gone
- Keep you informed about charitable giving opportunities
- Manage the day-to-day administration of your funds