Vision Statement

To be the partner and trusted resource for philanthropy in our community, providing stewardship of charitable intent so the impact of generosity will last for generations.


Mission Statement

To build enduring charitable resources used to positively impact our community by:

  • – Serving as a partner and resource for donors, their advisors, and area nonprofits.
  • – Making it simple for donors to fulfill their individual goals in giving back.
  • – Providing stewardship of donor gifts and charitable intent for generations to come.
  • – Fulfilling a leadership role on important community issues.

Our Values

Integrity/Ethical Behavior – Do the right thing every time
Stewardship – Preserve donor intent and charitable value across generations
Excellence – Exceed expectations in all we do
Passion – Love what we do; believe what we do makes a real difference
Leadership – Know our community and its needs; act on that knowledge
Donor Service – Create an environment of personal engagement and fulfillment of charitable wishes for each donor