Our Shared Values

Community Service

• We encourage and facilitate service through our Foundation.
• We are caring and committed to identifying and meeting the meaningful needs of our community at large.
• We provide our fund-holders with the education, information and resources to facilitate their meaningful charitable giving goals.

Commitment to Excellence

• We strive to exceed our donors’ expectations.
• We provide leading edge technology to support operational excellence.
• We identify, qualify, engage and retain the best staff, Trustees and partners.

Impactful Collaboration

• We actively promote the wider concept of team and collaboration within our staff, board, donors and community organizations and partners.
• We encourage and promote innovation and creativity to maximize our potential impact on the communities we serve. 
• We seek, develop and leverage strategic relationships with our Board, investment advisors (asset managers), and other professionals to enhance our growth and development potential.

Stewardship

• We are committed to conducting all Foundation business in an ethical, moral and legal manner.
• We develop, implement and audit all necessary financial/operational management systems to ensure the safety of our donors assets and regulatory compliance.
• We identify, vet and partner with the best financial advisors and asset managers who share and demonstrate our core values and help us to ensure the best possible stewardship and growth of our donors assets. 
• We strictly adhere to donor’s wishes when making grants from funds that they establish.  Should an entity designated for grants cease to exist, we make our best effort to identify and fund an alternative that is consistent with the donor’s intent.

Trustworthiness

• We strive to always do the “right thing.”
• We strive for complete transparency with all of our stakeholders.
• We seek to identify, qualify and engage staff members, Trustees, and partners  who are committed to and demonstrate their practice of our core values to help ensure our organizational integrity and trustworthiness.
• We place the highest priority on fulfilling all commitments that we make. 

Our Shared Vision

To be the trusted partner who educates, inspires, and enables people to do good works now and forever … we help to create local charitable legacies that transform lives and improve our communities.

Our Shared Mission

We provide people and organizations with flexible giving options that enable and simplify the achievement of their significant current and permanent charitable goals.

Through deep knowledge of our region, community leadership, strategic collaboration and effective grantmaking, we provide education, guidance and resources to strengthen and improve our communities.

We are a trusted steward of the charitable assets, vision and intent of our donors to do good works now and forever.