Giving back to the community should be easy, fulfilling and impactful. We want our donors to focus their energies on making their giving meaningful, rather than managing paperwork. Our approach is based on establishing a personal partnership with our donors and professional advisors, and developing flexible, customized plans that maximize the impact of charitable giving.


  • Philanthropic consultation
  • Anonymous giving
  • International giving
  • Nonprofit research
  • Private foundation services
  • Complex asset contributions
  • Custom grant management
  • Online services
  • Charitable asset management
  • Partnership