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Fundholder Services 

 

Personalized Services for Fundholders

A professional philanthropic services representative will answer questions and consult with you about your giving. In person, via phone or online, our team can assist you with your long-term strategies or any issue related to your philanthropy.

Personalized Services 
  • Grantmaking Consultation - Find effective nonprofit organizations that match your giving interests.
  • Gift Planning - Establish a giving plan for the long or short term.
  • Family Philanthropy - Explore your family giving goals and develop a plan to make them successful.
  • Youth Philanthropy - Give your children or grandchildren the chance to learn about local issues and make grants.
  • Mission Investing - Lend capital for special projects such as an acquisition or micro-lending.
  • International Giving - Make it easy to give internationally and let us handle the administrative hassle.


You can also become involved through events and specific-interest groups.

WE'LL HELP GET YOU STARTED
Our philanthropic services team will guide you through the giving process. Call us at (206) 515-2111 or contact us