
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