more than 30 years of
EXPERIENCE HELPING PEOPLE LIKE YOU ACCOMPLISH YOUR CHARITABLE OBJECTIVES
GIVE AND SERVE
Combining a new or existing Donor Advised Fund, 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.
Serving, not just giving
Find your passion
We are passionate about helping you fulfill your charitable objectives through customized solutions that take advantage of our unique combination of specialized services.
We can help you establish scholarships, paid internships, mission trips, impact businesses, and much more.
Tell us what you are passionate about and let us help you design a program to match your passion!
Donor Advised Fund
Gifts to a Donor Advised Fund let you receive an immediate tax benefit and then decide where to give over time.
You can do more with your DAF in partnership with us. 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 your principal away!
We are large enough to give DAFs with our partners all the professional services and support they need and small enough to provide personalized attention and services to get things done.
We love helping generous 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.