Our mission is to grow and expand charitable investment in the nonprofit, educational, and civic organizations in the Yakima Valley. If one of these options is the “right fit” for your client, we can assist in the implementation. If you or your client are searching for strategic philanthropic assistance on where and how to place the charitable gift to achieve maximum impact, we are happy to offer our knowledge on local issues, organizations and needs.
Our planned giving tools, or one of our charitable accounts, are often helpful in structuring the legal, financial and tax requirements necessary to meet your clients’ unique goals.
Pooled investment offers an integrated portfolio strategically and independently structured to grow, manage volatility and improve performance with lower and fully transparent fees. And, we understand your client requires more than secure investment management. They want results from their philanthropy.
We value the insight and expertise you offer when developing a plan to meet the financial and charitable requirements of your client. We are here to assist you in doing what is best for your clients. This could include:
316 E Yakima Ave, Suite 201