The Benefits of Partnership

We can use our knowledge of the local philanthropic landscape to help your clients give to the causes they care about. We can also help you assist your clients in best meeting their financial goals by providing counsel on tax-saving strategies, creating a lasting legacy, carrying out their charitable wishes forever. By partnering with us, your clients can create perpetual support for effective nonprofits.

Options for Your Clients

Create A Fund

We can use our knowledge of the local philanthropic landscape to help your clients give to the causes they care about. We can also help you assist your clients in best meeting their financial goals by providing counsel on tax-saving strategies, creating a lasting legacy, carrying out their charitable wishes forever. Learn more

Estate Planning

For those who are thinking about ways to save on estate taxes while making a difference for their community, we offer many options. Learn more

Contribute to An Existing Fund

If your client wants to support a particular cause, a contribution to one of our existing funds is a fast way to have a long-term impact. Learn more

Alternative to Private Foundations

We offer alternatives to private foundations that are less complicated, less costly and that offer many additional advantages. Learn more