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Being all things to all clients isn’t easy

So we’re here for you. 

For 60 years, we’ve worked hand in hand with professional advisors like you to help serve our community's charitably inclined clients. You help them achieve their financial goals, and we help them support the causes they love. 

We add options to your charitable planning services, uniquely positioning you to serve our community's most philanthropic residents. We think we'd make a great team.

What we bring to the table:

- Respect for your role as your client’s trusted advisor

- Tax- and bureaucracy-free solutions for your client's charitable gifts

- 6 types of charitable fund options, including donor-advised funds

- Free tools for planning your client’s legacy

Free Guide: Charitable Options for Advisor/Client Relationships

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Can We Help You?

Margaret Medzie
VP and Chief Development Officer
330-436-5610
Email

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