Philanthropic Services

Philanthropy

We believe philanthropy is engaging and values-driven, so we help individuals, families and groups examine their values so they can define and achieve their charitable goals.

We are conscientious stewards of our donors’ generosity; we take that responsibility very seriously. We believe philanthropy is most powerful when it connects generosity to community needs. Our donors can tap into our knowledge and connection to the community and a wide range of philanthropic areas. We also offer experience facilitating discussions and decisions across generations.

We partner with professional advisors to help them guide their clients’ philanthropic journeys. We also work with nonprofit partners to ensure their futures by establishing and expanding their endowment funds.

We offer all of our fund advisors and partners trusted, personal service to achieve their philanthropic goals today, and ensure their charitable legacies endure in
the future.

Let Us Help You Build a Better Charlotte County