By bringing clarity to the giving process, our philanthropic consultation service maximizes the positive impact of your gift for your community and for your family. We provide a wide range of services, including:

  • Researching charitable organizations that match your interests
  • Designing effective philanthropic strategies for your unique situation
  • Advising on such tools as CRUTs, CRATs, CLTs, NIMCRUTs, Donor Advised Funds and Foundations
  • Establishing and administering private foundations
  • Offering family programs that engage and educate your children in the art of giving