♦ Personalized Service—with a focus on helping you in supporting the causes you care about most
♦ Collaboration—to help you maximize the benefits of your charitable giving
♦ Flexibility—in choosing the type of fund that best meets your charitable giving goals
♦ Professional Management—of your charitable funds
♦ Accountability—through (1) an independent annual audit; (2) a full accounting of financial activities in our annual report and other public documents; and, (3) regular oversight by community leaders