How it Works

IT STARTS WITH

CLIENTS

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

GIFTS

Cash
CASH
Securities
SECURITIES
Insurance
INSURANCE PROCEEDS
  RETIREMENT ASSETS
           BEQUESTS
 
TO

CREATE

FUNDS

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

Hand
THE FUNDS ARE

INVESTED

stocksr

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

GRANTS ARE

DISTRIBUTED

GRANTS ARE MADE TO NONPROFIT ORGANIZATIONS RECOMMENDED BY YOU.

Heart
THE

RESULTS

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