SmartGiving: Planning Well To Do The Most Good - A Philanthropic Advisory Service


Username
Password

We offer three distinct levels of service. Choose the one that's right for you based on your needs, your style and your budget.


For the client who desires a personal relationship with an experienced Advisor who gets to know you and your needs.


For avid givers who like doing it yourself—as long as you have the right tools, resources and support.


For the year-end giver or those who have occasional funds to donate as a result of a non-recurring event.

Where do you turn when your client wants help identifying worthy charitable beneficiaries? Now there is an answer ...

The intergenerational transfer of wealth from the parents of baby boomers to their heirs is underway. Here's a new way to help ensure your cause gets its share ...