Administration, management, and investment of charitable remainder trusts and other planned gifts for nonprofit institutions; endowment management; donor advised funds; consultation services in the field of development, administration, and investment of planned gifts; investment advisory, management, and consulting services

Administration, management, and investment of charitable remainder trusts and other planned gifts for nonprofit institutions; endowment management; donor advised funds; consultation services in the field of development, administration, and investment of planned gifts; investment advisory, management, and consulting services

Providing financial information via a web site featuring planned gift management data, namely, donor account information, investment allocation, performance data and a searchable financial resource library