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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