Building stronger communities and secure lasting family legacies. We accomplish this mission by supporting three groups:

 1. Serving charities and foundations by enabling
them to acquire large gifts that provides these  charities with secure long-term funding sources.

2. Helping individuals and families increase their
income and move assets to their children while converting their tax dollars into charitable dollarsfor any variety of charitable purposes.

3. Connecting professional advisors trained in
innovative and cutting edge approaches to tax-exempt planning, and uniting them with charities who need their support. 

Learn How we Serve our Charities »