We can help your clients make meaningful charitable contributions that have an enduring impact on the issues and nonprofits of interest to them.
Powerful Giving Options
We help interested donors – and the professional advisors who represent them – make personally meaningful charitable contributions that make a lasting impact on the issues and communities of greatest interest to them.
We work with individuals and families – and professional advisors – to bring about enduring improvements and change.
We manage over 600 charitable funds totaling over $120 million in assets.
Read more about Why Donors Choose Us and questions we recommend all donors consider before they Start a Fund
Ways To Give
There are several ways your clients can make a charitable contribution through our foundation. They include:
We have great respect for the advisor-client relationship and are willing to provide assistance with as little or as much visibility as you prefer.
We are ready to assist you.
We can help you have a meaningful impact on the issues and communities you care about.
Please contact us for a confidential conversation.

Geoffrey Taylor
Director of Donor Relations
Lauren C. Parda
Director of Development
Geoffrey Taylor
Director of Donor Relations
Lauren C. Parda
Director of Development
