We encourage the practice of engaged, values-driven philanthropy.

We do this by helping individuals, families and groups define and achieve their philanthropic goals. We are, above all else, stewards of the generosity of our donors and we take that responsibility seriously.

We support donors in giving locally, nationally and internationally across a wide range of issue areas. We offer a range of services for individual donors, families, groups and private foundations. We have experience in facilitating discussions and decision-making across generations within families and groups and with individuals. We offer trusted, personal service to all our fund advisors, those planning charitable bequests and first-time donors to help with their philanthropy now and steward their charitable legacies into the future. Wherever you are on your philanthropic journey, and wherever you are going, we are here to help.