Strengthening your client relationships, and helping them achieve their charitable goals.
You play an important role in helping your clients on their philanthropic journey. We consider you our valued partners in philanthropic giving!
We’re here to help you tailor a gift or a charitable fund
to your clients’ unique interest and goals!
Charitable giving plans that fit your clients’ values, beliefs and goals!
Flexible charitable funds from a variety of options!
Our team of experts about the latest needs of nonprofits!
Personal service from our dedicated staff!
Educational and networking opportunities for you, your colleagues and your clients!