Complex Gifts

On-line, in person or over the phone, we help your clients carry out their giving in the way that is most convenient. We work with advisors to complete the most complex gift transactions using non-traditional assets, help transform many assets into a charitable resource, and provide and array of funds an other giving options to match personal goals and unique situations Our staff does the heavy lifting, so that your clients can be free to focus on the most satisfying aspects of giving – choosing charities and dreaming up new ideas.