Families with Resources
more than 30 years of
EXPERIENCE HELPING PEOPLE LIKE YOU LEAVE A CHARITABLE LEGACY
GIVE AND SERVE
Combining a Donor Advised Fund or Charitable Trust with an Operating Project with our partner foundation, the New Horizons Foundation, creates a unique 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 with our partner, the New Horizons Foundation, offers three advantages over setting up a DAF with other organizations.
You can do more with your New Horizons Foundation DAF. Not only are you able to manage your charitable gifts, but you also have a wider range of options for giving and for 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 have professional money and asset management through the AXA Advisors, project information is available and forms can be filed online 24/7, tools are accessible online to do research on charities, and our staff is passionate about serving project managers.
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.