To improve the quality of life in region by empowering individuals, families, businesses, and charitable partners to address and solve societal issues and realize their charitable planning goals now, and for future generations. We offer Donor Advised Funds, Endowed/Named Funds, Agency Funds, Pass Through and Scholarship Funds. We make such arrangements with outright cash, appreciated stock or property and offer tools such as Charitable Remainder Trusts and Charitable Gift Annuities which have tax advantages while also helping to perpetually grant money to beloved charities/nonprofits who deliver vitally needed programs and services for seniors, veterans, disabled children/individuals, and families.