We put your client’s philanthropic vision to work throughout our community. Investing in growth, positive change, families, education, and the nonprofits that support them generates a return beyond the portfolio and your growing relationship.
Philanthropic experts aligning your clients’ values to their charitable giving interests.
Multiple investment choices to sustain and grow charitable assets.
Less expensive than starting a foundation with legal and tax services included.
Supporting you in making Central Indiana a better place to live, work and grow.