US Tax giving map

Who We Serve

Nonprofit organizations and foundations throughout the United States rely on us for accurate and reliable administration of their planned giving programs.

Current clients include:

American College
The Actor’s Fund of America
ALM International
Americares Foundation
The Baldwin School
The City College Fund
Clark University
Covenant House
The Curtis Institute of Music
Florida Hospital Foundation
Friends Fiduciary Corporation
Greenpeace Fund
Lutheran Community Foundation
Mary Knoll Sisters of St. Dominic, Inc.
Masonic Charity Foundation of New Jersey
Museum of Modern Art
National Catholic Community Foundation
Overlook Hospital Foundation
The Philadelphia Foundation
Philadelphia Museum of Art
Riddle Healthcare Foundation
Roman Catholic Archdiocese of Newark
Union For Reform Judaism
St. Bonaventure University
University of Houston Foundation