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CHARITABLE FUNDS
COMMUNITY GIVING FUND
EXPERTISE TO ACCEPT A WIDE RANGE OF ASSETS
INVESTMENT MANAGEMENT
VALUE-ADDED SERVICES
Donor handbooks
Glossary
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Today’s donors have specific goals in mind and want to make the maximum impact with their money. Yet they may not have time to perform the research and make the personal connections that go along with effective philanthropy. That’s where we can help.
We can apprise you of projects and organizations that align with your interests. For example, let us help you:
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Learn about and address community priorities and emerging needs |
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Research specific areas of interest and nonprofit organizations |
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Arrange a site visit to a nonprofit to learn more about its work |
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Benefit from our advice when determining grantmaking strategies |
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Involve your family in your philanthropy |
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Collaborate with other donors to fund projects you care about |
We also relieve you of administrative tasks, such as:
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Ensuring grants are made to a qualified nonprofit organization in sound standing |
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Helping you grant locally, regionally, and nationally |
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Preparing grant award letters and checks |
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Providing written confirmation to you of grant awards |
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Forwarding correspondence from granting organizations |
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Facilitating anonymous gifts, occasionally or on a permanent basis |
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