
More Inspiration. Higher Aspirations.
We share your desire for a brighter future and measure our success by your legacy.
Success doesn’t happen overnight.
We focus on growth and security not just for tomorrow but for generations to come.
Sincerity yields results.
We communicate openly and honestly to cut to the heart of your needs.
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Learn About Us
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For Individuals
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For Institutions
News
News & Research

08.22
An Insider’s View of Endowment Spending Policy
We recently hosted a webcast on nonprofit spending policy with Chris Stobaugh, CFO of...
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07.22
Community Foundation Gathering
Recently 90 staff members representing 18 community foundations gathered at our offices to share...
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07.22
Second Quarter 2022: Investment Perspective
Whenever a problem is hopelessly intractable, we resort to Winston Churchill’s famous description of...
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