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Simple and Complex Charitable Planning To Establish A Multi-Generational Legacy.

Live Well, Leave A Legacy™

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Family Foundations

Leave a lasting legacy for generations to come. Set up a donor-advised fund or fiscal sponsorship and make a "ding" in the universe

Family Foundations
Charitable Planning

If you have no plan, you have a plan to fail. Having a charity-influenced plan will aid your life and business for generations to come.

Charitable Planning
Complex Non-cash Gifting

90% of impactful gifts are not in cash, but in complex assets like securities and real estate. Now you have an expert in your corner to help complete these gifts to make a sizeable impact.

Complex Gifting


We are a for-impact organization that aids individuals, families and organization make an impact in their local and world-wide communities by offering turnkey solutions that are good for the donor and good for the communities in which they live.