Open forum will review the merits of different frameworks for attorneys, wealth advisors and family donors interested in assessing the best charitable vehicle.
Nation’s Leading Provider of Support Services for Private Foundations Partners with Innovative Northwest Investment Advisory Firm
First-of-its-kind program extends the scope of private foundation philanthropy by providing immediate financial assistance to families in danger of foreclosure.
Industry-Wide Cost Savings of More Than $800 Million Feasible Through Use of Outsourced Administrative Services
New Position Recognizes Increasing Demand Among Foundation Source Clients for Philanthropic Advisory Services and “High-Touch” Client Service
Recently completed study confirms significant reduction in operating costs for foundations outsourcing their back-office, technology and support service requirements.
Prestigious High-Net-Worth Industry Award Recognizes Company Achievements in Helping Establish Strategic Philanthropy as a Core Component of The Successful Private Wealth Offering