We are here to help you and your clients to realize their vision of giving where their contributions align with their values, sustain the causes they care about, and provide a richer future for generations to come. We respect the client relationships you have established and share with us. We partner with you to help your clients make effective, educated philanthropic decisions.
We provide local, hands-on, solutions-oriented service to our donors. Our donors also have 24/7 access to their funds via a secure online donor portal. If you are a money manager and your client opens a fund, you can also continue to manage the money in that fund where appropriate.
Great tax benefits, ease of planning and management, and a range of vehicles to help your clients reach their philanthropic goals – Let us help you give your clients more.