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Philanthropy / Foundation Management

We work with our clients to create their own non-profit foundation or a donor advised fund.  Our clients have a number of options for their philanthropy and we work closely to define their ultimate goals in giving, to maximize the overall impact both personally and within the community.  We offer custom tailored charitable services that include day-to-day management, event planning, grant writing and giving guides to help accomplish those goals and ultimately, leave a legacy.

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