Our roots run deep in the nonprofit community, with relationships built over decades. That experience has allowed us to build unmatched expertise in helping nonprofits achieve their missions as effectively, and with as much impact, as possible.
How Can We Help?
We provide two primary types of assistance to nonprofit organizations. You can create a nonprofit fund. We will manage your assets and reserves to ensure that you continue to serve our region for years to come. Our investment capabilities give you access to world-class financial and investing expertise that otherwise might be unavailable.
Or we can provide a wide range of support options and Customized Philanthropy Services to help you with everything from grantmaking to a complete outsourced back-office solution. Customize services to receive exactly the support you need — technical assistance, fund development, training and assistance with complex gifts — all with hands-on, personal attention from our team.