Resource Experts

Laura Waller, Senior Advisor

For more than three decades, Laura has guided clients and donors as they design their estate and charitable plans on purpose, with purpose - facilitating over $86 million in philanthropic gifts LinkedIn profile

Advisor Network

Our network of estate and business attorneys, CPAs, financial service professionals, risk management experts, business succession advisors,leadership coaches, and marketing specialists means that you will be in touch with the best minds available for building your philanthropic portfolio.

Community Development

We actively promote social enterprise and are involved in a wide variety of community initiatives to fund the greater good.  Like everything else we do, these innovations are anything but conventional and drive us toward a new era in financing projects to benefit the greater good.