We have expertise in handling everything from the simplest to the most complex transactions. Your clients get the benefit of our 25 years in the local philanthropic community so that they can maximize the impact of their gifts. And, because we are deeply involved with the nonprofit community, we can help guide you to qualified organizations that will be meaningful for your clients.
Our staff handles all the paperwork — from asset transfer to record keeping and tax reporting — even if your clients want to support multiple charities with a single gift.
Call or email us with any questions about philanthropic giving. We will respond promptly and completely. We will meet with you at your convenience at a location of your choosing. We also will arrange site visits so that your clients can see for themselves where their gifts are going.
We do our best to accommodate your clients' wishes. We listen and offer strategic solutions to your clients' needs.
Anonymity, if desired
We understand that some donors prefer to give anonymously, and we are happy to work directly with you on their behalf.
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.
Because our administrative costs — accounting, IRS reporting, administration, fund management — are shared among hundreds of funds, we are able to provide these excellent quality services in an efficient, economical manner.