Doing what’s best for your clients

Clarifying and implementing the legal, financial and tax requirements of the charitable interests of your clients is a sacred trust. We are here to help.

We bring a unique approach. Your clients give through us, not just to us. We connect people who care about our valley with the people and nonprofits that produce the results your clients expect with their charitable investments.

Through a wide variety of tax-advantaged flexible gifting mechanisms, we assist your clients to give, grow and grant their charitable investments.

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.

Professional advisors

We are professionally managed and audited annually.

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 know local issues and work with some of the most effective organizations in the Valley. We offer that knowledge along with specific charitable research to assist your client in making informed decisions about their charitable investments.

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:

  • Providing an informational presentation.
  • Providing materials that help you make decisions about the types of funds available to your client.
  • Offering planned giving choices to help your clients have a lasting impact beyond their lifetime.
  • Offering insight into existing or emerging needs in our community, as well as the resources currently available to respond.
  • Keeping you abreast of the latest philanthropic developments and issues occurring locally and throughout the U.S.
  • Assisting your corporate clients with establishing a philanthropic program ranging from annual giving guidelines to volunteering and pro bono service, as well as employee participation and even gift matching.
  • Assisting your nonprofit clients with a range of services to meet their needs, from establishing an endowment fund to build future sustainability to providing back-office and fundraising support.