Professional Advisors

We strive for a seamless connection and extraordinary partnership.

Why Partner with Us

We bring deep philanthropic expertise to help attorneys, wealth planners, and other advisors, along with their clients, design charitable strategies that fit their goals. We accept a wide range of assets and provide flexible solutions.

Our partnership offers tools to open funds, access investment management, tailored philanthropic advising, firm presentations, and opportunities to learn from community leaders. Together, we can help clients shape their giving, strengthen our community, and leave a lasting legacy.

Types of Funds

Donor Advised Fund

A Donor Advised Fund offers individuals a flexible way to support the causes they care about. Donors receive an immediate tax deduction when they contribute and may recommend grants to charitable organizations over time. We manage the fund and approve distributions to ensure compliance with IRS regulations.

Non-Endowment Fund

Permanent endowments are invested to generate income in perpetuity, providing long-term sustainability for local nonprofits. The principal remains intact while annual earnings support charitable work across East Central Illinois.

Endowment Fund

A Non-Endowed Fund provides flexible charitable giving where the principal can be invaded. Typically created for non-profit organizations, contributions are distributed back to the nonprofit for their unrestricted needs.

Optional Designation Opportunities

Field of Interest

Organizational Fund

(either endowed or non-endowed/fiscal agency)

Scholarship

Types of Gifts

Cash

Appreciated Securities

IRA Charitable Rollover

Required Minimum Distributions

Retirement Plan Assets

Wills and Living Trusts

Beneficiary Designations

Real Estate & Farmland

Life Insurance

Charitable Gift Annuities

Charitable Lead Trust

Charitable Remainder Trust

Tangible personal property/In kind donations

Real Estate & Farmland

Life Insurance

Charitable Gift Annuities

Charitable Lead Trust

Charitable Remainder Trust

Tangible personal property/In kind donations

Built for Advisors.
Designed Around Your Clients.

As a partner for professional advisors, we offer tools and guidance to make charitable giving simple and effective:

Support to open a charitable fund for a client
Access to outside investment management
Philanthropic advising tailored to client goals
Firm presentations and advisor events
Opportunities to learn from local leaders and community changemakers

We are here to work alongside you. Together, we can help your clients shape their giving, strengthen our community, and leave a lasting legacy. Your expertise and insight matter. We look forward to building these partnerships in the year ahead.