WHAT WE DO

Donor-Advised Funds
Fiscal 
Sponsorship
Support
Organizations
Charitable Trusts & Annuities
Premium Finance Life Insurance
Non-cash & Complex Giving
 

PLAN

The way and order in which things are donated matter. Our professional staff works with donors and the professional advisor of their choosing to ensure the right plan is in place.

DONATE

Our professional staff will ensure that donations are completed correctly. We have handled some of the most complex gifts and partner with other charities and nonprofits to ensure donations are completed correctly.

INVEST

Make donations go further! Once a donation is made, we invest to make the donation go further. Split-interest gifting and blended finance options are a great way to get lifetime income and fulfill charitable intent.

 
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CHARITABLE SECRETS PODCAST

Learn the ins-and-outs of nonprofit administration, compliance and best practices as we discuss real life stories and how they can apply to organizations, families and professionals alike.

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Charitable Secrets Podcast

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