Creating Transformational Outcomes
We’ve helped thousands of clients create philanthropic funds such as Donor Advised Funds, legacy funds, scholarship and assistance funds. We support private foundations to achieve donors’ philanthropic visions, as well as helped donors launch their own philanthropic ventures. We work with you to explore the most tax-advantaged ways to use assets, creating financial solutions for clients and greater impact for charities. And we’ve worked with XX nonprofits in the region, helping grant XX in just the last five years, so we have a deep knowledge of community needs and nonprofits making an impact. Our donor services experts partner with you to help guide your clients’ giving journeys for transformational outcomes.
Benefits bullet points…