Professional Advisors

Give your client a better way to give back.

With expertise in planned giving, donor service, and grantmaking, work with us to find meaningful solutions for your client's giving goals.  

A cost-free resource

• Work one-on-one with our Development Officer to find a giving option that is best suited to your client. 
• Consult our website to find information about fund types and giving strategies.
• Contact Development Officer Mark Danielson to run a charitable lead or charitable remainder trust illustration. 

A proven track record

• Since 1983, we have been working with professional advisors to meet the goals of their clients. 
• With an endowment of over $50 million, your client's giving will benefit from maximum investment returns, making a bigger impact throughout our community.

A trusted partner

• We serve as the trustee of charitable remainder trusts and lead trusts.
• We handle the transfer of appreciated securities, life insurance and other complicated assets, like real estate.

If you have questions, please contact Mark Danielson, Development Officer, or consult our FAQ section.