Making a Difference

We work together to improve the lives of others.

Examples of our gifting

Why We're Different

Our focus is our local communities where our advisors live and work. We have the ability to respond quickly to a community or individual need.
We believe one of the joys of giving is knowing where and how your donations are making a difference in the life of another or an organization. Our donors have that opportunity.
Transparency is a priority. While respecting our clients privacy, we share with our donors how their gifting has made a difference for deserving individuals and community organizations.
Our donors have access to different charitable vehicles that may be useful in tax planning. We offer donor advised funds, charitable trusts, private foundations, and legacy accounts.
Our print, digital and social media communicates our activities.
Donations benefit those in need and not professional fundraising.
Our estate and legacy planning workshops discuss the financial and spiritual benefits of philanthropy.
Community workshops address community needs and the foundation’s efforts to Make A Difference.
Our major donors have the opportunity to become partners of our foundation where they advance their knowledge of philanthropy.

"We make a living by what we get, but we make a life by what we give."

Winston Churchill