Vision Statement (why we exist):

To be the partner and trusted resource for philanthropy in our community, providing stewardship of charitable intent so the impact of generosity will last for generations.

Mission Statement (how we accomplish our vision):

To build enduring charitable resources used to positively impact our community by:
  • Serving as a partner and resource for donors, their advisors, and area nonprofits.
  • Making it simple for donors to fulfill their individual goals in giving back.
  • Providing stewardship of donor gifts and charitable intent for generations to come.
  • Fulfilling a leadership role on important community issues.