Advantages of Using the Foundation

Our staff is focused on working with you as a partner to enhance your relationship with your clients. Our role is to assist you in meeting the philanthropic goals of your clients. Together we can assist your clients to become a part of our local philanthropic community.

Call or email us about any question that arises about philanthropic giving. We are committed to respond promptly and completely. We offer your clients the convenience of supporting multiple charities through one single gift. Our staff handles all the paperwork, from asset transfer to record keeping and tax reporting. We are also available to meet with you at your convenience at a location of your choosing.

We are experienced in handling everything from the simplest transaction to the most complex objectives of your clients including strategic contributions that would maximize community impact. We are connected to local charities and can help link your clients to causes they care about.

We are structured to make giving simple and accommodating to your clients' needs. Virtually every fund agreement is unique in its own way, and we are flexible in listening to and responding to you and your clients.

We understand that your clients sometimes prefer to give anonymously, and we are happy to work directly with you on their behalf. Many of our current relationships with professional advisors have begun in this way.

Our strong history of financial stewardship, integrity, and focus on the benefits to future generations work together to assure your clients that their philanthropic intentions will remain intact in perpetuity.

If each fund were to have its own accounting, administrative, and IRS services, the cost would be enormous. Because our back office functions and investment advisors are shared across all funds, we are able to provide these excellent quality services in a very economical manner. In addition, total Foundation expenses are significantly under one percent of assets.