Ways to Work With Us
Customized legacy funds
Whether your client is a champion of the environment, the arts, or anything in between, they can create a fund tailored to their charitable goals for generations.
Donor-advised funds
The Trust created the first donor-advised fund in 1931, and we’ve successfully managed DAFs ever since. Your client can donate a variety of assets and will have access to our issue-area expertise, exclusive events, an easy-to-use grantmaking portal, and other specialized donor services.
Working with private foundations
Our in-house experts can run grantmaking programs, provide advising, work with foundations interested in winding down, and more. The Trust team will tailor our support to meet your client's needs.
Philanthropic advising
For more than 100 years, individuals, families, foundations, and corporations have used The Trust to amplify their giving. Our deep bench of experts, investment in thriving communities, and commitment to meeting donors’ needs enables us to efficiently identify groups that align with donors’ values and objectives.
Have questions on how we can support you and your client? Contact us
Our team would be delighted to hear your story and help you find the right path at The Trust.
