More than 30 local nonprofits depend on us to nurture and grow their reserve funds or endowments.

Million in Grants for Local-Organizations

Investment Management

Our investment pools provide greater diversification of assets and lower administrative costs than if your fund were invested individually.

Donor Services

Prompt gift acknowledgement meeting IRS requirements, acknowledgement letters sent for gifts made in honor/memory.

More Giving Options for your Donors

Donors are easily able to give to your organization in a variety of ways including stock, bequests, retirement funds, and other assets. 

Partnership and Support

Our support comes in a variety of ways but is all focused on helping our local organizations to better fulfill their missions. 

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