Each individual, family, or organization we work with has unique charitable interests and unique financial circumstances. We help you make the most of both, so you receive the greatest return on your community investment.

Types of Assets

We can work with you to accept a variety of assets. You can create or add to a fund with any of the following:

  • Cash
  • Publicly traded securities (e.g. stocks and bonds)
  • Real Estate
  • Life Insurance
  • Retirement assets
  • Closely held securities and business interests
  • Tangible personal property
  • Mineral, timber, and distribution rights
  • Other complex assets

Please contact us for a copy of our Gift Acceptance Policy.