Experience giving like you never have before
Start Your Giving
Focus on your legacy, donate to your charities of choice, and take advantage of financial and tax planning benefits. Our donor-advised fund and planned giving options make your experience easy, fulfilling and cost-effective.
Deepen Your Client Relationship Experience
Focus on your client relationships and leverage a trusted voice to speak with you and your clients about achieving their legacy. Our advanced giving options for you and your clients advance their legacy and strengthen your relationships. Start achieving your clients’ charitable, financial and tax planning goals with an independent professional partner.
Develop Your Donor Relationship Experience
Focus on your donor relationships with an experienced partner that helps you access the tools and techniques you need to efficiently and effectively meet donor requirements. Our planned giving options expand your donor relationships and help develop new opportunities.
Our goal is to perfect the giving experience with you.
Most likely you should start now. Your children or grandchildren, as young as three years old, have started learning to share. Charity is another form of sharing – and sharing with your children or grandchildren is another part of your legacy.
Don’t have time now? Do it later. Something came up and you want to give now? Go ahead. Do you have a foundation or a charitable trust and want additional flexibility? You can have it – and here’s how.
Nonprofit organizations get big results with traditional recurring gift donors. Donor-advised funds are a new, major, and growing segment of charitable giving dollars – but soliciting recurring donations from them is different. Here’s how to do it.
Donors often follow their passion and use donor-advised funds with specific charitable goals and themes in mind.
More donors are taking advantage of scheduling donor-advised fund contributions to charity. Here are three donor benefits to scheduling donor-advised fund gifts.