Planned Giving Services

For more than twenty years, we have served non-profit organizations with comprehensive, expert gift management, tailored investment management solutions, and donor and organizational support. Our culture of excellence matches the high expectations of our clients. Attention to detail and high touch service are always top of mind. We are proud of the work we do for our clients. In return, we have earned our clients’ trust, and each year received high client satisfaction scores.

Want to learn more?


Contact us today and we will connect you with an expert advisor who can tell you more about our Planned Giving Services.

  • Gift Management
  • Investment Management
  • Donor and Organizational Support

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