We Serve

• individuals and families who wish to help disadvantaged children
• wealth advisors who wish to provide a holistic approach to their clients’ charitable gift planning
• children’s charities by investing in their long-term sustainability

We Believe

• all children should be given every opportunity to develop and grow into healthy, caring and productive adults
• in helping children by investing in and mentoring agencies that take care of them
• social investments should be leveraged to maximize their impact and effectiveness
• capital strength is the way to non-profit sustainability

We Offer

• a unique way to make a real difference in the lives of disadvantaged children
• the peace of mind of giving through an organization that has successfully managed investments for more than 130 years
• the flexibility of a private foundation with the simplicity and tax advantages of a public charity
• increased leverage and return on your social investment
• financial management choices