$11.8M in expenses

For the year ended 12/31/24, we serviced 169 funds and issued 1,622 grants to various not-for-profit organizations ranging from $5.00 to $1,030,000. We assisted individuals and businesses in making charitable contributions in this and other communities by administering charitable funds established by them. We do this by: maximizing financial and tax advantaged giving, making giving simple and efficient, honoring donor intent, connecting donors with their causes and each other, and strategizing ways to make an impact, taking leadership in community issues to promote collaboration and responsibly stewarding charitable assets.

— in expenses

The organization provides grants management and administrative support for private and family foundations. We assist foundation trustees with their grant making decisions in an effort to help them fund creative and sustainable programs.we provide assistance to nonprofits in navigating the diverse funding structures of our clients and provide the foundations with information about the nonprofit landscape as a whole, as well as their particular area of interest.