How to Give

Gayle and Joe Ortiz know the power of a good dessert and local philanthropy!

Trust us to help you invest your charitable dollars wisely.

Help Making the Right Choices

Everyday you make decisions about your money. We want to make sure the ones you make about your giving are the right ones for you.

We've helped hundreds of people make their giving personal, meaningful and fulfilling. 

REASONS TO GIVE

You get our knowledge of community needs and local nonprofits to help you invest wisely.

WAYS TO GIVE

We help you find just the right way to give. It might be a bequest, a charitable gift annuity or other planned gift, a gift of stock or real estate or an immediate cash gift.

GIVE NOW OR GIVE LATER

Do you need a tax deduction and want to give now? Want to plan for future needs and give later? We can help you.

TYPES OF FUNDS

You can create a type of fund that addresses a specific need or one that is more flexible. Whatever you choose, your fund makes a positive difference.