1. We enable you to broaden your practice by building on our philanthropic expertise.

2. We provide highly personalized service tailored to each individual’s charitable and financial interests.

3. We are a local organization with deep roots in the community.

4. Our professional program staff’s knowledge on community issues and needs is available to donors on request.

5. Our donor-advised funds help people invest in the charities they already care about, and learn about new causes to invest in.

6. We accept a wide variety of assets, and can facilitate even the most complex forms of giving.

7. We offer maximum tax advantage under state and federal law.

8. We multiply the impact of gift dollars by pooling them with other gifts and grants.

9. We offer permanence to donors, through endowment funds and multi-generational involvement.

10. We are community leaders, convening agencies and coordinating resources to create positive change.