Professional Advisors

We value your role in helping your clients build their wealth and make the best use of their resources. 

Philanthropy can play an important role in planning but the conversations can be tough and the decisions important.  For over 20 years, we have been helping professional advisors like you guide their clients to leave a lasting legacy for the good of our community. 

We are available to talk with you and your clients about options for making their generosity last.

Show those who trust you, just how much you care by helping them maximize their power to do good.

Have you ever wondered what just 5% of something looks like?  Check out this awesome video to see what just 5% could mean for our community.