Personal Philanthropic Advisor

Each donor is assigned to a single point of contact: a philanthropic advisor to help you get the most from your giving. Our philanthropic services advisors have the expertise and experience needed to meet each donor’s unique interests. A donor advised fund gives you the freedom to focus on the rewarding part of giving: making a difference. You can make grants to virtually any nonprofit organization – locally, across the country, or around the world. We handle all of the details and due diligence.  We’re happy to meet with you at any time to discuss your grantmaking goals, options, approach, and impact. Call or email us at any time for assistance or to schedule a meeting with family members and/or your professional advisor. We can:

Donor Ken Melrose with his philanthropic advisor Dan Berg

• Help you focus your giving and formulate a plan that is right for you
• Help you involve other family members in giving in a meaningful way
• Research specific local nonprofits at your request and recommend organizations that match your interests
• Solicit proposal ideas from local nonprofits that fit your interests
• Advise on types of support, from funding a capital project to endowing a program
• Connect you to experts in the fields of philanthropy and community work
• Connect you to urgent needs in the community
• Talk with you about ways to incorporate charitable giving into your estate planning.