In this section

A Partnership with Professional Advisors

Discover the advantages of working together and more!

Our Partnership with Professional Advisors

Advantages of Working Together

Advisor Services & Resources

Open a Client Fund

Fund & Asset Types

Donor Advised Fund vs. Private Foundations

Philanthropic Advisory Council

Get in touch

Speak with our Director of Charitable Giving

To maximize charitable contributions for clients contact, Abby Axelrod-Wunderman, Director of Charitable Giving, 561.340.4512, or via email.

Email Abby