The Impact of Philanthropic Financial Planning
Impact that inspires action.
As we seek to help others find better ways for doing good, it’s the impact of those partnerships that drive us forward. Check out our client stories and see what we have been able to do together to change lives and advance communities across the globe.
Tolliver Family Foundation
With a history of giving back, Anthony Tolliver and Jessica Tolliver had an interest in cementing their legacy through the development of a Foundation, allowing the organization to be something they and their children could develop, learn and give back through. ...
Ashby Legacy Fund
Led by former Ashby Alumni and current residents of the community, the Ashby Legacy Fund (ALF) invests in the preservation of Ashby, Minnesota as a special place to live for now and generations to come. Through key investments in Community, School and Students, the...
Langston Galloway Foundation
The Langston Galloway Foundation exists to help build strong foundations through sports, education, and wellbeing by removing barriers, providing support, and casting a vision of what is possible. They aim to equip the next generation of leaders and change makers with...