Making a Difference


We’re inspired by the leadership of so many people giving time, talent, and treasure to make our community a better place to live. We care about making a difference and like other areas of our lives it’s about progress not perfection.


A thoughtful discussion about how you may have more impact is always worthwhile and we welcome the opportunity to have a conversation about your philanthropic priorities. Some initial items for you to consider include:


  • Are your philanthropic interests well-defined and aligned to your personal values?

  • Do you need help getting started?

  • How do you evaluate and make decisions?

  • Do you consider past efforts successful?

  • Is it a priority for you to make gifts in the most tax-efficient manner?

  • Have you considered the implications of making gifts while living vs in your estate?

  • Is multi-generational planning an area of interest?