Once you’ve established a fund with us, you will have access to:
Professional Investment Management
Your charitable gifts will be stewarded by our Finance Committee, made up of banking executives and experienced investors, who oversee the work of professional investment managers.
Our knowledgeable staff can help you identify charities that match your interests. We check-out every charity to make sure it is a viable, eligible nonprofit in good standing with the IRS. Before making a grant, you may wish to review these helpful grantmaking guidelines.
Donor Education and Events
You will be invited to educational presentations and social events where you can learn more about effective charitable giving and meet other foundation donors.
Gift Planning Advice
Our director and legal counsel provide help with charitable gift plans, even when the circumstances are complex or involve gifts of real estate or other non-cash assets.