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