Your clients depend on your expertise, and you serve them with great care.

We share those values and take the same approach in helping individuals and families determine how to include philanthropy in their financial planning.

We view our work with professional advisors as a complementary partnership, and offer a range of giving options and resources to help you support your clients’ philanthropy. Our staff can help your clients identify their goals and explore the issues facing our community. We honor legacy and celebrate donors who seek to make a difference for future generations through planned gifts.

How We Support Your Clients

Wherever they are on their philanthropic journeys, we are here to help.


We believe giving should be impactful, meaningful and also easy. In addition to accepting gifts of cash or stock, we are manage gifts of complex assets and planned gifts. Most funds can be established with a single governing document and are operational within a day of opening. View our Gift Acceptance Policies.


When you partner with us in philanthropy, whether through a one-time unrestricted gift or the creation of a charitable fund, you tap into decades of philanthropic expertise and community knowledge.


We can help you leave a philanthropic legacy, and we place the highest priority on honoring your charitable intent. We offer a number of tools to help with estate and financial planning.

Access the Planning Tools