OUR INVITATION

How can we help you?

PHILANTHROPY SHOULD BE A JOY, not a burden. Use the Foundation and its resources to make your giving simple and satisfying.

Here are some ways we can assist you, by:

• Managing the charitable fund you create; overseeing investment; accounting; and maintaining records

• Working with you to develop and implement a strategy for your philanthropy

• Working with family members, including children and grandchildren, if you wish, to help them develop an effective structure and framework for family giving

• Providing personalized grantmaking services, offering information about opportunities, and providing research/referrals on areas of particular interest to you

• Offering individual or group site visits on topics of interest, as well as educational forums on estate planning and charitable giving

• Issuing regular financial reports detailing the status of your fund

• Consolidating your ongoing contributions through one charitable fund

• Maximizing efficiencies by spreading costs of administration and investment management among a growing number of funds, we are able to offer substantial cost savings over private foundations, and small funds particularly benefit from the diversified portfolio

A series of briefs on charitable giving:

If You Receive a Windfall (pdf)

Ethical Wills (pdf)

Copying Buffet (pdf)

Take This Test (pdf)

Caring for Others (pfd)