Let's Get Started
- Are you passionate about your community?
- Do you support charitable organizations within your community?
- Are you interested in creating a personal or family legacy in your community?
- Are you considering a private foundation, but are concerned about cost and administrative complexity?
- Would you like to remain involved in the use of your charitable dollars?
- Do you want to receive maximum tax benefits under federal law for your charitable contributions?
- Do you place a priority on sound financial and administrative management of your charitable contributions?
- Are you interested in providing for your community in ways that have impact both now and into the future?
If you answer "yes" to any of these questions, we can help you. We accept a variety of assets and offer an array of funds to fit your charitable priorities. Whatever your means, whatever your goals, whatever your passion, we can help you realize your charitable aspirations. Together, we will continue to build stronger, more vibrant communities.
How it Works
|IT STARTS WITH|
|INDIVIDUALS AND FAMILIES||BUSINESSES||PROFESSIONAL ADVISORS||NONPROFIT ORGANIZATIONS|
|WHO USE THEIR||
|TO||We work with you and your professional advisor, if you wish, to help you achieve your charitable goals during and after your lifetime, through your fund, which is governed by an agreement between you and the Foundation.|
|THE FUNDS ARE||The gifts are invested with a long-term view to preserve their giving power.|
|GRANTS ARE||Grants are made to nonprofit organizations recommended by you.|
|FROM THE FUNDS|
|THE||Preserving our clients' legacies to build stronger, more vibrant communities for all, forever!|