You are your client’s trusted advisor.

You’ve helped them build their business, provide for their family and grow their assets. They rely on you for advice. They want you to offer options and suggest solutions, including times when charitable giving may be right.

we make giving simple

You have your client’s best interests at heart. So do we.

Our expertise in customizing charitable giving solutions has made us the philanthropic service provider of choice for professional advisors throughout Palm Beach and Martin Counties. We help advisors successfully accomplish their clients’ charitable goals.

Our services support lifetime, legacy and corporate philanthropy through strategic giving and impact investing. Whether your clients want to start small, create a large family foundation or orchestrate an anonymous gift, they will be guided by our expert team.

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
  • Local, national or international giving
  • Nonprofit research
  • Private foundation services
  • Complex asset contributions
  • Custom grant management
  • Online services
  • Charitable asset management – IMAs (individually managed accounts)
  • Partnership
  • Family philanthropy

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Fund Listing

Fund Status 
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Annual Support
Please help support our Annual Fund. Every gift strengthens our ability to make a difference in the lives and opportunities of our residents.
1352 Annual Support2| Unrestricted 
Active Edit
Annual Support
Please help support our Annual Fund. Every gift strengthens our ability to make a difference in the lives and opportunities of our residents.
1486 Annual Support2| Unrestricted 
Active Edit
Annual Support
Please help support our Annual Fund. Every gift strengthens our ability to make a difference in the lives and opportunities of our residents.
1487 Annual Support2| Unrestricted 
Active Edit
Annual Support
Please help support our Annual Fund. Every gift strengthens our ability to make a difference in the lives and opportunities of our residents.
1495 Annual Support2| Unrestricted 
Active Edit
Annual Support
Please help support our Annual Fund. Every gift strengthens our ability to make a difference in the lives and opportunities of our residents.
1496 Annual Support2| Unrestricted 
Active Edit
Annual Support
Please help support our Annual Fund. Every gift strengthens our ability to make a difference in the lives and opportunities of our residents.
1501 Annual Support2| Unrestricted 
Active Edit
Annual Support
Please help support our Annual Fund. Every gift strengthens our ability to make a difference in the lives and opportunities of our residents.
1502 Annual Support2| Unrestricted 
Active Edit
Annual Support
Please help support our Annual Fund. Every gift strengthens our ability to make a difference in the lives and opportunities of our residents.
1503 Annual Support2| Unrestricted 
Active Edit
Annual Support
Please help support our Annual Fund. Every gift strengthens our ability to make a difference in the lives and opportunities of our residents.
1504 Annual Support2| Unrestricted 
Active Edit
COVID-19 Response Fund
A partnership to amplify the impact of support for local communities affected by coronavirus. Over $30M in grant requests. Over $3.5M raised. Your donations are saving lives.
1497COVIDCOVID-19 Response Fund2| Unrestricted2020
Active Edit
COVID-19 Response Fund
A partnership to amplify the impact of support for local communities affected by coronavirus. Nearly $30M in grant requests. Over $3.3M raised. Please donate.
1498COVIDCOVID-19 Response Fund2| Unrestricted2020
Active Edit
COVID-19 Response Fund
A partnership to amplify the impact of support for local communities affected by coronavirus. Nearly $30M in grant requests. Over $3.3M raised. Please donate.
1485COVIDCOVID-19 Response Fund2| Unrestricted2020
Active Edit
COVID-19 Response Fund
A partnership to amplify the impact of support for local communities affected by coronavirus. Over $30M in grant requests. Over $3.5M raised. Your donations are saving lives.
1449COVIDCOVID-19 Response Fund2| Unrestricted2020
Active Edit
COVID-19 Response Fund
A partnership to amplify the impact of support for local communities affected by coronavirus. The collaboration between government, business, and philanthropy raised nearly $500,000 in less than 48 hours.
1451COVIDCOVID-19 Response Fund2| Unrestricted2020
Inactive Edit
COVID-19 Response Fund
A partnership to amplify the impact of support for local communities affected by coronavirus. The collaboration between government, business, and philanthropy raised nearly $500,000 in less than 48 hours.
1452COVIDCOVID-19 Response Fund2| Unrestricted2020
Active Edit
COVID-19 Response Fund
A partnership to amplify the impact of support for local communities affected by coronavirus. The collaboration between government, business, and philanthropy raised nearly $500,000 in less than 48 hours.
1453COVIDCOVID-19 Response Fund2| Unrestricted2020
Active Edit
COVID-19 Response Fund
A partnership to amplify the impact of support for local communities affected by coronavirus. The collaboration between government, business, and philanthropy raised nearly $700,000 in 72 hours.
1458COVIDCOVID-19 Response Fund2| Unrestricted2020
Active Edit
COVID-19 Response Fund
A partnership to amplify the impact of support for local communities affected by coronavirus. The collaboration between government, business, and philanthropy raised nearly $700,000 in 72 hours.
1459COVIDCOVID-19 Response Fund2| Unrestricted2020
Active Edit
COVID-19 Response Fund
A partnership to amplify the impact of support for local communities affected by coronavirus. The collaboration between government, business, and philanthropy raised nearly $700,000 in 72 hours.
1460COVIDCOVID-19 Response Fund2| Unrestricted2020
Active Edit
COVID-19 Response Fund
A partnership to amplify the impact of support for local communities affected by coronavirus. The collaboration between government, business, and philanthropy raised nearly $700,000 in 72 hours.
1461COVIDCOVID-19 Response Fund2| Unrestricted2020
Active Edit

Fund Details


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