Creating a charitable fund offers clients a mechanism to make their charitable giving easy, cost-effective and impactful.

If your client wants to support a particular cause, a contribution to one of our existing community funds is a fast way to have a long-term impact.

For those who are thinking about ways to save on estate taxes while making a difference for the region, we offer many options.

We offer alternatives to private foundations that are less complicated, less costly – and that offer many additional advantages.