Partner with Us

We can help you:

  • Create and uphold a charitable legacy plan, made through estate gifts
  • Facilitate complex forms of giving, such real estate, and execute technical giving instruments, including charitable trusts
  • Create and implement charitable plans that are integrated into major business, personal and financial decisions
  • Match personal charitable interests with tax planning needs
  • Deliver grantmaking expertise and a range of administrative services related to charitable giving
  • Listen for charitable opportunities and start charitable conversations
  • Identify your clients’ charitable giving interests and motivations
  • Provide information on community needs—and on the local nonprofit organizations and programs that make a difference in the areas your clients care about most