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.