Our Partnership With You
We know how important your clients are, so we will carefully coordinate their relationship with us in partnership with you. We also encourage financial advisors to continue to manage their clients’ charitable funds, for the life of the donor and beyond.
Help Your Clients Give
Giving Today
Keeping your clients in the driver's sear of their giving.
Giving Forever
The most enduring form of philanthropy for your clients and for your book of business.
Legacy Giving
A planned gift can ensure your clients' wishes are met...forever.
Income-Producing Gifts
These gifts can provide lifetime income for your clients and their families.
Still Have Questions?
We’re here to help your clients leverage their philanthropy for incredible results. Call us anytime to start the conversation.