How it Works

IT STARTS WITH

Individual
INDIVIDUALS AND FAMILIES
Businesses
BUSINESSES
Nonprofit
NONPROFIT ORGANIZATIONS
Advisors
PROFESSIONAL ADVISORS
WITH A

PASSION

Arts
ARTS
Community Wellness
COMMUNITY WELLNESS
Education
EDUCATION
Environment2
ENVIRONMENT
WHO USE THEIR
Cash
CASH
Securities
SECURITIES
Insurance
INSURANCE PROCEEDS
  RETIREMENT ASSETS
           BEQUESTS
 
TO
FUNDS

WE HELP THE CLIENT ACHIEVE THEIR CHARITABLE GOALS, DURING THEIR LIFETIME OR AFTER, THROUGH THEIR CHARITABLE FUND WHICH IS GOVERNED BY AN AGREEMENT BETWEEN THE CLIENT AND THE FOUNDATION.

Hand
THE FUNDS ARE
stocksr

GIFTS ARE INVESTED WITH A LONG-TERM VIEW TO PRESERVE THEIR GIVING POWER.

GRANTS ARE

GRANTS ARE MADE TO NONPROFIT ORGANIZATIONS RECOMMENDED BY THE CLIENT.

Heart
THE

RESULTS

 PRESERVING OUR CLIENTS’ LEGACIES TO BUILD STRONGER, MORE VIBRANT COMMUNITIES FOR ALL, FOREVER!