Why Us/Our Services

There are many ways we can support your work and serve as a resource for you and your clients.

Our staff is skilled in working with donors who have multi-faceted objectives and complex gift situations. As your partner in charitable giving we know that we can help you achieve a a three-way success: for you, for your clients and for the community.


Call or email us about any aspect of charitable giving. We are also glad to arrange a meeting, at your convenience and at a place of your choosing.

We understand that your clients sometimes prefer to remain anonymous and we are glad to work directly with you on their behalf. Many of our relationships with professional advisors begin this way. Feel free to call us to explore an option or discuss a client situation. Even if this does not result in a charitable gift through the foundation, we want to hear from you. No question is too simple or complex for us. If we don't have the answer on hand we will find it for you.


We are experienced in customizing charitable giving opportunities to the needs of your client. We also understand how to help you communicate the benefits of a particular strategy, so that your clients make well-informed decisions they feel good about. We are committed to helping your clients achieve their financial and charitable goals.

Call on us for assistance in establishing a fund selecting an investment strategy and setting up an effective grant-making program. Many individuals, corporations, nonprofit agencies and organizations also decide to work with us because of our knowledge of local needs and our extensive experience in local problem solving.


Our strong record of financial stewardship assures your clients that their charitable agenda will be met now and for generations to come. Our volunteer Board of Directors represents a cross-section of our community. They work hard to maintain high donor confidence about proper management of charitable gifts.


If each individual fund operated independently and had to recreate our services on its own, the price tag would be enormous. But each of our funds shares the costs of an outstanding staff and excellent investment advisors. In a very real sense, each donor is backed by a staff who cares about them and their needs.

We sincerely want to be your partner in meeting the charitable giving needs of your clients.If you havequestions that have not been answered in this section, or want to arrange a meeting with our staff, please Contact Us for more information.