We pride ourselves on excellent customer service to those who have funds with us. Your generosity and vision make our work possible.
Please reach out to us at any time if we can be of assistance to you.
Ways We Can Help
If you’d like to support a nonprofit or a particular cause, we can provide you with background information on well managed organizations doing effective work.
We can provide detailed financial information about the nonprofit, and also guide you to those who are doing highly regarded work with a particular population or in a specific place.
If you are considering a grant to a new organization, we can accompany you on a visit to learn more about its work. More >
Our professional staff can help you incorporate children, teens and adult children into your charitable giving on an age-appropriate basis. More> [PDF]
We can help you make appropriate plans to ensure that your assets provide financial and tax benefits to loved ones when your estate is settled, and enduring support for a cause that matters to you. More>