Assisting You & Your Client

Comprehensive charitable planning requires professional management, meaningful and personal community connections, and attractive tax advantages.

 

Let your client enjoy the pleasure of giving without the burden of administration. We provide all administrative services related to a donor’s fund, including accounting, auditing, financial management, due diligence, grant making and evaluation.

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215 Croghan Street, Fremont, Ohio 43420

419.332.1591