For Trustees and Advisors

In your work as an advisor, you value professionalism, integrity and honesty, taking the utmost care when serving your clients.

As a nonprofit organization, we share your values and take the same care in helping our donors plan charitable gifts.

We believe that charitable planning is a process that ideally involves the donor, professional advisors, and our gift planning staff — all working together to arrange the best gift possible. Our planned giving team is well-trained and skilled in applying all vehicles of strategic philanthropy.