What we offer for
Individuals & Families
Using donor advised funds and other charitable vehicles, our personalized services make your giving meaningful, tax-efficient and impactful.
How we work with
Organizations
We help nonprofit organizations build capacity through education, consulting and top-notch professional investment management services.
Partnering with
Professional Advisors
We partner with advisors to strengthen their client relationships through strategic philanthropy and our proprietary Trusted Charitable Advisor program.