Email Carolyn Newham to set up a confidential consultation about your charitable giving.
Carolyn A. Newham, JD
Senior Director of Donor Relations & Fund Administration
Advisor Relations Officer
Sarah Beeks Higdon, MBA, Chartered Advisor in Philanthropy, CAP©
Development and Corporate Relations Officer
Geri Jacobs, ChFC, CLU
Director of Charitable Gift Planning
Email one of us to set up a confidential consultation to open your fund.