Your partner in philanthropy. SEE advisor resources
Adding Value and Impact to Financial Planning
We partner with financial advisors, attorneys, accountants, and others to add our philanthropic expertise to the portfolio of services they provide to their clients. Whether simple or complex, we can help develop strategic giving plans to meet clients’ goals, including legacy gifts, family foundations, and more.
Work with us
Connect with us to see how we can work together to meet your clients’ giving goals.
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