1. We are a local organization with deep roots in the community.
2. Our funds help people
invest
in the causes they care about most.
3. We provide highly
personalized service tailored to each individual’s charitable
and financial interest.
4. We offer maximum tax
advantage for most gifts under federal law.
5. We multiply the impact
of gift dollars by pooling them with other gifts and grants.
6. Our
professional program staff has broad expertise regarding community
issues and needs.
7. We build endowment funds that benefit the community forever and help create personal
legacies.
8. We are a community leader,
convening agencies and coordinating resources to create positive change.
9. We accept a wide variety of
assets, and can facilitate even the most complex forms of giving.
10. We partner with professional advisors
to create highly effective approaches to charitable giving.