More than 30 local nonprofits depend on us to nurture and grow their reserve funds or endowments.
Our investment pools provide greater diversification of assets and lower administrative costs than if your fund were invested individually.
Prompt gift acknowledgement meeting IRS requirements, acknowledgement letters sent for gifts made in honor/memory.
Donors are easily able to give to your organization in a variety of ways including stock, bequests, retirement funds, and other assets.
Our support comes in a variety of wats but is all focused on helping our local organizations to better fulfill their missions.