Your Philanthropic Partner
We work closely with professional advisors to enhance and support donors and their giving. When your client’s needs involve charitable giving, we can partner with you to help align their charitable and financial goals.
Help your clients put their Qualified Charitable Distributions to work
Qualified Charitable Distributions
Help your clients play an active role in their charitable giving
Donor Advised Funds
Help your clients create financial sustainability for their nonprofit
Organization Endowment Funds
Investment Approach
Have additional questions?
We would love to help you turn your client’s passion into purpose. Contact Elizabeth Finch, Vice President of Finance, here or 706-724-1314.