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We share your desire for a brighter future and measure our success by your legacy.
Success doesn’t happen overnight.
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Sincerity yields results.
We communicate openly and honestly to cut to the heart of your needs.
News & Research
An Insider’s View of Endowment Spending Policy
We recently hosted a webcast on nonprofit spending policy with Chris Stobaugh, CFO of...
Community Foundation Gathering
Recently 90 staff members representing 18 community foundations gathered at our offices to share...
Second Quarter 2022: Investment Perspective
Whenever a problem is hopelessly intractable, we resort to Winston Churchill’s famous description of...