We understand that every individual, family and corporate donor has unique interests, assets and circumstances, and we are dedicated to maximizing the impact of their generous gifts. That is why our services are highly tailored and flexible – from assistance identifying a cause or developing a program to researching nonprofits and making site visits. We meet you wherever you are on your philanthropic journey.
Opening a fund is simple, flexible, fast, and easy.
Think about your charitable priorities, financial goals and personal preferences
Choose a name for your fund and complete a simple agreement
Make a gift to open your charitable fund