We believe in the power of philanthropy to make a difference.

We believe the best philanthropy is engaged and values-driven, so we help individuals, families and groups examine their values so they can define and achieve their charitable goals.

We are conscientious stewards of our donors’ generosity; we take that responsibility very seriously. We believe philanthropy is most powerful when it connects generosity to community needs. Our donors can tap into our decades of knowledge of and connection to the community and to a wide range of issue areas. We also offer experience facilitating discussions and decisions across generations within families and groups and for individuals.

We partner with professional advisors to help them guide their clients’ philanthropic journeys. We also work with nonprofit partners to ensure their futures by establishing and expanding their endowment funds.

We offer all of our fund advisors and partners trusted, personal service to achieve their philanthropic goals today, and ensure their charitable legacies endure in the future.

Learn more about how we support donors