2015 Annual Report
In 2015, we experienced several significant and visible accomplishments related to our long-term work. We attribute that progress to a commitment to work that includes collaborative partnerships, innovative thinking, thoughtful risk-taking and a disciplined focus on lasting results — all concepts that are expressed in our values statement.
In this report, we share with you several “breakthroughs” that demonstrate these beliefs at work. We are working with individuals and families to establish and maintain philanthropic traditions, and with area nonprofit organizations to ensure their stability and longevity through endowment funds.