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Private Foundation

Wealth Manager





Being all things to all clients isn’t easy

So we’re here for you. For 60 years, we’ve been helping the region’s top legal and financial experts help their clients give efficiently, effectively and meaningfully to the causes and charities they love.

We offer your clients the same charitable tax deduction as a direct gift to charity, but with the added legacy of a charitable fund. And you get the benefit of helping them achieve their goals in a uniquely personal way. That’s philanthropy for the business savvy.

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

Free Tax Reference

GiftLaw Pro

GiftLaw Pro is your guide to charitable giving in all 50 states.

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