We know that your clients set up donor-advised funds and other charitable giving accounts because they trust your advice. Our job is to arm you with great solutions for your clients and future generations that will carry on charitable legacies.
Beyond donor-advised funds, we offer a comprehensive platform of charitable tools.
We provide personal service to your clients, no matter the size of their account. Clients have access to our team of professionals dedicated to promptly answering calls and emails, and they are able to conduct their giving in a confidential and secure environment.
Giving should be easy, and we support giving at all levels. Your clients can use a donor-advised fund for all their giving.
Everyone needs a plan for the future to ensure their family will be provided for and their charitable wishes honored. We provide your clients customized estate planning services to carry on their legacy for generations to come.