Education

We Help Educate Board Members

• Fiduciary responsibilities  
• ERISA Requirements
• Uniform Prudent Investors Act  

We help your Board Members

• Build an environment of commitment
• Develop community Interaction
• Establish Charitable Donations

We understand Charitable Giving and provide Donor Education Symposiums

Educating your Donors with Financial Literacy Symposiums helps build commitment to your mission.

• Estate Planning
• Trust Workshops- Charitable Lead Trusts, Charitable Remainder Trusts
• Family Wealth Management
• Private Foundations