Our Charitable Giving Heart ™

We have a planned-giving outsource service for charitable organizations and have been instrumental in establishing planned-gifts of over $100 million, using charitable trusts, foundations, donor advised funds, and pooled income funds. Our community vision is to encourage businesses to work more closely with community by utilizing our Business Giving™ strategies. Corporately we are members or support Financial Advisors Network of World Vision, Women of Vision, National Association of Philanthropic Planners, YMCA, Corp De Ballet of NC Dance Theatre, Hope Teams and Charlotte Leadership Forum.