Smarter Giving.
Greater Impact.
Boutique philanthropic and stewardship planning services
Who We Serve
Givers: Get the most from your gifts through smart tax strategies and thoughtful plans.
Nonprofits & Churches: Partner with us to strategically guide families’ stewardship.
We partner with nonprofits and churches, ultimately serving their donors and members while strengthening those relationships.
What We Do
We guide families in giving assets (not just cash) to save taxes and amplify their generosity.
We provide custom solutions like fractional planned giving services, estate planning workshops, and fractional family foundation support tailored to your organization’s or families’ needs.