Families with Resources
more than 30 years of
EXPERIENCE HELPING PEOPLE LIKE YOU ACCOMPLISH YOUR CHARITABLE OBJECTIVES
GIVE AND SERVE
Combining a new or existing Donor AdvisedFund, Charitable Trust, or Private Foundation with an Operating Project with our partner, the New Horizons Foundation, creates an opportunity to give your resources and serve a cause that you are passionate about.
Find your passion
We are passionate about helping you fulfill your charitable objectives through a customized solution that takes advantage of our unique combination of specialized services.
Donor Advised Fund
Gifts to a Donor Advised Fund lets you receive an immediate tax benefit and then decided where to give over time. Opening a DAF offers three advantages over setting up a DAF with other organizations.
You can do more with your DAF. You can manager your gifts and have a range of options for giving and serving.
We are generational in our approach. Every generation can give to the organizations they believe in and create a project that they are passionate about!
You can help other projects do good before you give a cent away!
We are large enough to give DAFs with our partner all the professional services and support they need and small enough to provide personalized attention and services to get things done.
We love helping families with resources plan to leave a charitable legacy. Our years of experience as trustee and administrator of charitable trusts will help you make the most of your planned gift while providing income for retirement or your family.