Advisor Resources

Your Local Giving Partner

We're here to serve as your local giving partner.

Alongside advisors like you, we help serve your clients' philanthropic interests and achieve the lasting impression they desire by:

• Working through you.
• Providing support, information, and expertise around charitable giving options.
• Helping you build strong relationships.
• Helping you connect across generations.
• Working with you to find solutions.
• Offering giving options that are as broad in scope as your client’s interests.