Advisor Resources

Your Local Giving Partner

Alongside advisors like you, we help serve your client's 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.