It's simple to get started. We work together to create a philanthropic plan to achieve your goals.

Evaluate Your Options

Schedule a meeting with Victoria Richards, or meet with your financial advisor to discuss your giving options.

Establishing Gift

Determine the type fund that is right for you and make a gift of $10,000 or more.

Work with our knowledgable staff to determine how to invest your fund, and enjoy the benefits of tax-free growth.

Support the causes you care about most by giving grants from your fund.

"I love working with donors to help them reach their philanthropic goals."

-Victoria Richards

Director of Development and Maketing