Modern investing and asset gifting for nonprofits

We work with nonprofit organizations and their boards to support financial sustainability and grow their giving.

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Grow your giving from large donors

Our asset gifting page helps you easily ask for and receive larger gifts in the form of stocks, cryptocurrency, DAF grants, and endowments.

Learn more about asset gifting

Create long term sustainability

Hedge against inflation through conservative investment of your reserves and create long term financial strategies to grow your giving.

Learn more about investing

Build endowments and legacy gifts

From endowment creation and policies to expert management, we provide an exceptional legacy giving experience.

Learn more about endowments

Deep nonprofit experience you can trust

From fiduciary services to investment strategies, board policies to major gifts, our team of expert advisors are available whenever you need us.

Learn more about our expert advisors

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