ADVANTAGES

As a partner in charitable giving we help professional advisors achieve success for themselves, their clients and the community.

ADVANTAGES

As a partner in charitable giving we help professional advisors achieve success for themselves, their clients and the community.

CONVENIENCE. EXPERIENCE. PERMANENCE. ECONOMY.

Our staff is skilled in working with donors who have multi-faceted objectives and complex gift situations. As your partner in charitable giving we know that we can help you achieve a three-way success: for you, for your clients and for the community.

Convenience

Call or email us about any aspect of charitable giving. We are also glad to arrange a meeting at your convenience and at a place of your choosing.

We understand that your clients sometimes prefer to remain anonymous and we are glad to work directly with you on their behalf. Many of our relationships with professional advisors begin this way. Feel free to call us to explore an option or discuss a client situation. Even if this does not result in a charitable gift through the foundation, we want to hear from you. No question is too simple or complex for us. If we don’t have the answer on hand we will find it for you.

Experience

We are experienced in customizing charitable giving opportunities to the needs of your client. We also understand how to help you communicate the benefits of a particular strategy, so that your clients make well-informed decisions they feel good about. We are committed to helping your clients achieve their financial and charitable goals.

Call on us for assistance in establishing a fund, selecting an investment strategy and setting up an effective grant-making program. Many individuals, corporations, nonprofit agencies and organizations also decide to work with us because of our knowledge of local needs and our extensive experience in local problem solving.

Permanence

Our strong record of financial stewardship assures your clients that their charitable agenda will be met now and for generations to come. Our volunteer Board of Directors represents a cross-section of our community. They work hard to maintain high donor confidence in proper management of charitable gifts.

Economy

If each individual fund operated independently and had to recreate our services on its own, the price tag would be enormous. But each of our funds shares the costs of an outstanding staff and excellent investment advisors. In a very real sense, each donor is backed by a staff that cares about them and their needs.

We sincerely want to be your partner in meeting the charitable giving needs of your clients. If you have questions that have not been answered in this section, or want to arrange a meeting with our staff, please contact Ann Bova, Senior Philanthropic Advisor, at 860.229.6018 x302.