We can help you achieve your charitable goals, no matter the cause or motivation. Let us help you make a difference to what matters most to you.
Discover the type of charitable fund that best matches your goals.
Different funds fulfill different dreams. Which works best for your dream?
TYPES OF FUNDS
Whether you want to guide your giving today or leave a legacy after you’re gone, we’re here to help you make your charitable goals a reality.
What makes your heart sing or your heart break? Is there a cause or organization you’ve always supported? Would you love for your life to be remembered or to honor a loved one? Our fund questionaire can help you put your passion into words.
After you know what you’d like to support (or even if you’re still figuring that out), we’d love to meet with you and create a fund agreement, which we both sign to ensure your charitable intent is honored for the life of your fund.
You can start your fund by making an initial donation now or wait and start it through your will or estate. Endowed funds may be created with a gift of $50,000 or more.