Individuals, families, businesses and organizations work with us to create permanent charitable funds that help address our community’s challenges. We invest and administer these funds. For donors, we offer a range of charitable giving options that provide tax benefits and strategic advice about philanthropy. All of our work is carried out adhering to a set of core values:
- Collaboration
- Diversity
- Inclusiveness
- Innovation
- Integrity
- Public accountability
- Respect
- Responsiveness.
Our roots run deep in the nonprofit community, with relationships built over decades. That experience has allowed us to build unmatched expertise in helping nonprofits achieve their missions as effectively, and with as much impact, as possible.