For Advisors

What makes our relationship with the legal and financial communities different? First, we are completely conflict-free: we do not provide legal or financial counsel. We are vehicle agnostic. We do not consult to non-profits and we do not promote issue areas. This allows us to maintain total objectivity around the charitable interests of donors and work collaboratively with their trusted advisors.

Our work with and on behalf of advisors is as important a part of our practice as is our work with donors.  Since our founding in 2000, we have continually sought to find ways to enhance the advisor’s practice.  Among the proprietary resources we’ve created specifically for advisors are: