Welcome to our "Giving and Social Impact" page, where your desire to make a positive difference in the world meets strategic philanthropy. Inspired by Archimedes' powerful assertion, "Give me a lever long enough and a fulcrum on which to place it, and I shall move the world," we believe in empowering you with the tools and knowledge to leverage your generosity for maximum impact.
Join us in turning your philanthropic vision into action, shaping a better world with every thoughtful investment.
We provide philanthropic guidance to help you support the causes you care for most.
We offer:
- Innovative charitable giving strategies, such as donor-advised options
- Comprehenisive philantropic education
- Impact investing
- Foundation and endowment portfolio options
- Coordination with your estate & legacy planning considerations
We seek to ensure your contributions not only resonate with your values, but also create lasting, positive change.