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