A personal guide for your giving
You take your giving seriously, and so do we. Whether you hope to simplify your giving, make a bigger impact with your fund, or both, every fundholder can work with a Philanthropic Advisor who will help with the big decisions along the way.
Here's how your advisor can help
Before, during, and after each gift, your adivsor is there for the decisions that matter most.
Plan your giving
Clarify your goals
Explore your values and priorities, and turn them into a giving plan that matches your intentions.
Choose the right tools
Find the fund, assets to give, and investments that suit your goals and timeline.
Find where to give
Research causes and nonprofits
Get grant research in your areas of interest and visit organizations you would like to know better.
Discover regional priorities
Learn about shared efforts to help more families in our region build financial stability and opportunity.
Handle the details
Navigate complex gifts
Get help with stock, real estate, business interests, and retirement assets, and with timing gifts around a sale or a high-income year.
Work alongside your other advisors
We partner with your attorney, accountant, or wealth advisor so your giving fits your overall plans.
How it works
- Start a conversation
Tell us what you care about and what you hope to accomplish. - Build a plan
Together we choose the right fund and approach, with your financial advisor if you wish. - Put it into action
Recommend grants and add to your fund while we take care of the details. - Review together each year
Each year, we invite you to look back at your giving and plan what comes next. You can also check in anytime.
An annual review of your giving
Each year, we invite you to look back at your giving with us. Seeing several years together can reveal patterns that are hard to spot one gift at a time, and many fundholders value that view whether or not they want to change a thing.
What your review can include:
Ready for your review? Contact your advisor to set a time.
Want to stretch your charitable investment?
Many fundholders set aside a portion of their grantmaking to join the Foundation and other donors on promising initiatives that support regional priorities and call for collective action.
Connect With An Expert
We’re here to help you make an impact. Let’s connect and explore the possibilities.