Advantages of Working with
Our staff is skilled in
working with donors who have multi-faceted
objectives and complex gift situations. As your partner in charitable
giving, we can help achieve success for you, for your clients and for
the community. Call or email us about any aspect of
charitable giving. We are also glad to arrange a meeting, at
your convenience and at a place of your choosing.
We are experienced in customizing charitable giving opportunities to
meet the needs of your client. We also understand how to help you
communicate the benefits of a particular strategy, so that your clients
make well-informed decisions they feel good about. Many
individuals, corporations and nonprofit agencies also decide
to work with us because of our broad knowledge of local needs.
A fund can be established with a simple fund agreement that requires
less than an hour to prepare. We'll guide you carefully
through the process. This allows your client to
establish a charitable fund without having to cope with the
complexities of setting up a private foundation.
We take pride in our ability to customize services to meet your
client's charitable objectives. If your client wishes to
remain anonymous, we can honor their request. If your client
wishes to support nonprofits outside of the Greater Williamsburg area,
we can do that. If your client wishes to
include future generations in his or
her philanthropy, we can work with the family to accomplish
An important part of our work is building a permanent collection of
funds for our community. Our strong record of stewardship
assures that your client's fund will grow in perpetuity and that their
charitable intent will be met now and for generations to come.
your client’s charitable purpose(s) or intent(s).
We know your client considers his or her charitable gifts to be an
investment. We agree. More than 70 named funds
share the benefit of a knowledgeable staff, excellent financial
management and a closely monitored investment
strategy. In a very real sense, each donor is backed by a
team of professionals who are working on his or her behalf.
We wish to be your
partner in meeting the charitable giving needs of your
clients. If you have additional questions or if you
want to arrange a meeting with our staff, please Contact