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When you establish a field of interest or designated fund, you determine the purpose of your gift from its inception. With a donor advised fund, you can stay involved in recommending uses for your gift. You can also choose to give to our unrestricted fund, for a gift that lasts forever and adapts to changing needs.

Relax while we handle the paperwork

We handle all of the administrative responsibilities—including the investment management, due diligence, tax reporting and grantmaking—so you can focus on the joy of giving.

Create your legacy

We can help you establish a fund to honor a loved one, a special organization or cause, or the name of your business or family. Grants may be issued in your fund’s chosen name or given anonymously.

Engage the next generation of philanthropists

We offer you the opportunity to name successors as fund advisors, continuing your legacy of giving far into the future.

Connect with others who share your passion

We connect people who care with causes that matter—and we also connect people to each other. As a donor, you’ll have opportunities to network with other community-focused individuals who share your interests and passions.

Ready to get started? Contact us to learn about great giving strategies—and to begin your personalized giving plan.

 

 

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