Advantages of Giving Through
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 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 your needs. We can help you understand the benefits of a particular strategy, so that you can
make well-informed decisions you 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 you 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
charitable objectives. If you wish to
remain anonymous, we can honor your request. If you
wish to support nonprofits outside of the Greater Williamsburg area,
we can do that. If you wish to
include future generations in your philanthropy, we can work with you and your 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 fund will grow in perpetuity and that your
charitable intent will be met now and for generations to come.
your charitable purpose(s) or intent(s).
We know you consider your 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 your charitable giving needs. If you have additional questions or if you
want to arrange a meeting with our staff, please Contact