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

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

We view our work with professional advisors as a complementary partnership and we offer a range of giving options, resources and services to help you support your clients’ philanthropic journeys. Our knowledgeable staff can help your clients identify their philanthropic goals, create a strategy, explore the issues facing our community, and support the causes they care about. We are expert in managing gifts of complex assets. Our staff includes experienced facilitators and we specialize in working across generations. We honor legacy and celebrate donors who seek to make a difference for future generations through planned gifts.

We also partner with advisors through the Professional Advisors Council, an intimate network of professionals seeking to deepen their community and philanthropic knowledge through partnership with us.

Tools for Professional Advisors

Charitable Gift Planning

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

Learn More about Charitable Gift Planning

Fund Comparison

  • Donor-Advised Funds

    • Definition:
      A flexible charitable giving account allowing you to make grants to support the nonprofits and causes you care about
    • Who Can Open:
      Individuals, couples, families or groups
    • Minimum Opening Investment:
      $25,000
    • Tax Status:
      All contributions are tax deductible to the extent allowed by law
    • Fees:
      • 1% on funds less than $1,000,000
      • .5% on funds $1,000,000 or more
    • Restrictions:
      • Distributions must be made to 501(c)3 nonprofit organizations or public charities as defined by the IRS
      • Distributions must be at least $250
      • May not pay pledges, purchase tickets or result in a benefit to the donor
    • Investment Options:
      Funds may be invested according to the Foundation’s asset allocation or an asset allocation specified by the donor
  • Designated Funds

    • Definition:
      A fund designated for support of a particular nonprofit or cause
    • Who Can Open:
      Individuals, couples, families, groups or nonprofit organizations
    • Minimum Opening Investment:
      • $10,000 for a fund supporting a nonprofit
      • $50,000 for a fund supporting a cause
    • Tax Status:
      All contributions are tax deductible to the extent allowed by law
    • Fees:
      • 1% on funds less than $1,000,000
      • .5% on funds $1,000,000 or more
    • Restrictions:
      Distributions must be to the designated 501(c)3 nonprofit(s) or to nonprofits focused on the purpose of the fund
    • Investment Options:
      Funds may be invested according to the Foundation’s asset allocation or an asset allocation specified by the donor
  • Endowment Funds

    • Definition:
      A permanently-restricted fund providing an annual distribution to support the operations of a 501(c)3 nonprofit organization
    • Who Can Open:
      Nonprofit organizations independently or working in collaboration with a donor
    • Minimum Opening Investment:
      $25,000
    • Tax Status:
      Donor contributions to endowment funds are tax deductible to the extent allowed by law
    • Fees:
      • 1% on funds less than $1,000,000
      • .5% on funds $1,000,000 or more
    • Restrictions:
      • The nonprofit organization specifies a percentage of the fund’s value, typically up to 5%, to be distributed annually
      • It is the intent of the Foundation and the nonprofit organization that the principal of the fund be preserved in perpetuity
    • Investment Options:
      Funds may be invested according to the Foundation’s asset allocation or an asset allocation specified by the donor.