Our mission is in building stronger communities and securing lasting family legacies.
We accomplish this by:
Serving charities, helping them to acquire large gifts that help secure long-term funding.
Helping individuals and families increase their income and tax-efficiently move assets to their children. This is accomplished by redirecting their tax dollars into charitable dollars to impact their local community and beyond.
Connecting trained financial advisors to charities. Our advisors are trained in innovative and cutting edge approaches to tax-exempt planning, and uniting them with charities who need their support.