Perhaps there’s a cause or an organization that’s special to you. Perhaps giving is a family tradition. Or maybe you want to start a family tradition. Whatever the reason, you want to partner with someone who understands you and your goals and can make your experience easy, effective and joyful.
We're here to provide access to the people, resources and issue-area expertise to transform your philanthropic ambitions into reality.
1 Oversees $2.6 billion in philanthropic assets
2 Distributed $150 million in grants in FY20
3 Distribution trustee for the Buck Family Fund
4 Makes grants to charitable organizations locally, nationally and internationally
5 Received gifts in excess of $200 million into new & existing funds in FY20
6 Partners with over 500 individuals & families in their giving
7 Manages more than 800 different funds
8 Has granted $2 billion over the past 30 years
The answer is simple: individualized service. Tell us the type of experience you want and we’ll deliver it. You’d like to meet with your personal advisor quarterly? Done. Interested in designing a family giving strategy? We’ll facilitate it. Thinking about international grantmaking opportunities? We’ll do the research.
Tailored. Focused. Personal. It’s all about you.
