Charitable Giving / Foundation Services
Our team supports, participates in, and services numerous foundations and not-for-profit organizations. We are proud to advise and coach our clients on how to amplify their giving through specific gift planning.
For clients who share the same passion for giving as we do, we offer a range of charitable giving services that are not only designed to help you choose the right charity to give to, but also to advise you on how to get the most out of your charitable contributions.
what we do best
Working with you to build a path.
How we can help you
Our team of charity experts advise on personal giving and organizational giving. We provide giving and investment solutions that work to multiply your financial ability to support the cause with which you are involved. A philanthropic assessment will give you insight into how your giving can be more efficient and effective.
We provide coaching and investment services in the following areas:
- Personal and Corporate Giving Advice
- Public Foundation Services
- Private Foundation Services
- Institutional Investment Solutions
- Donor Advised Funds (DAF)
What our clients are saying.
Get to know what our past clients have to say about our services.
"Mark takes the time to understand your unique situation and then takes great care in presenting options." ~ R.T.
"Mark ensured that we were comfortable and that we understood what lay before us." ~ R.T.
"Having a financial plan has given us confidence and peace of mind." ~ R.T.
"Mark has the insight and resources to provide creative solutions to our families' financial goals." ~ R.T.
"Working with Mark as our Financial Advisor for the past 16 years has been a pleasure." ~ K.I. & S.I.
"Mark is very knowledgeable and works very hard for you." ~ K.I. & S.I.
"Having a financial plan in place gives us peace of mind." ~ K.I. & S.I.