How We Help
Your Team, From Inspiration to Impact
From the start, some families know exactly how they want to focus their fund’s giving. Others use it to explore areas of interest. But wherever you begin, chances are your family’s giving will change and evolve over time. So you’ll appreciate always being connected to a community-rooted team whose services extend well beyond transactions. We’re ready to help you when you need it — today or tomorrow.
Exploring and Planning
We will work with you to:
- Create a charitable strategy with expert ideas on how to best reach your objectives
- Arrange site visits to organizations under consideration
- Research and evaluate organizations serving your areas of interest
- Turn your philanthropy into a favorite family tradition
Making it Happen
Because giving should be easy and convenient, we offer:
- Turnkey administrative services
- Screening for grant requests
- Online fund access, so you can review contributions, income, balances, and make grant recommendations any time
Evaluating the Results
What’s working … and what could be improved? We will help you:
- Determine the impact of your fund’s grants
- Advocate for your philanthropic objectives
- Team with other donors to leverage the results you want to achieve
- Steward your fund’s grants in perpetuity to ensure ongoing effectiveness
Ready to get started?
Contact Faith Krueger at 973.267.5533 or by email with any questions or to establish your fund.