Philanthropic Services

Individuals and Families

Philanthropy is a fulfilling and impactful way to create and define your legacy. We will walk alongside you as you begin your philanthropic journey. When we work with you, we take a deep dive to understand your goals to tailor your philanthropy to maximize your impact. We have the experience to help create your philanthropic vision. We do this through exploring which giving strategies align with your long-term strategic philanthropic plan.  

One of the first steps is selecting the right vehicle for your charitable giving.


Donor-Advised Fund

A donor-advised fund is like a charitable investment account, for the sole purpose of supporting charitable organizations you care about.


Charitable Remainder Trust

A charitable remainder trust is a “split interest” giving vehicle that allows you to make contributions to the trust and be eligible for a partial tax deduction, based on the CRT’s assets that will pass to charitable beneficiaries. You can name yourself or someone else to receive a potential income stream for a term of years, no more than 20, or for the life of one or more non-charitable beneficiaries, and then name one or more charities to receive the remainder of the donated assets.



Charitable Lead Trust

A charitable lead trust is an irrevocable trust designed to provide financial support to one or more charities for a period of time, with the remaining assets eventually going to family members or other beneficiaries.


Private Family Foundation

A private family foundation is a type of private foundation set up by a family, funded with the family’s assets and often run by family members who can also participate in its charitable grantmaking. It can last as long as the family needs it to serve its philanthropic ambitions, and it can adapt as the family’s composition and charitable focus change.



Our team has experience partnering with institutions to provide investment management, administrative support and business consulting services. We share in your journey and create a long-lasting relationship through understanding your mission, vision and values. Understanding your institution’s goals and how we will help you reach them is at the foundation of our partnership. Our team has a passion and commitment to invest in our local communities. We look forward to providing you with a best-in-class experience.  

Our Differentiators:

  • Gift Acceptance Policy Development and/or Review
  • Presentations to Educate Board and Staff Members
  • Donor Strategy 
  • Gift Illustrations
  • Specialty Assets Expertise
  • Spending Policy Development and/or Review
  • Investment Policy Development and/or Review
  • Asset Allocation Modeling

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