Philanthropic Planning & Services

Effective philanthropy doesn’t just happen – it’s intentional. It requires a plan and an experienced partner you can trust. The Associated’s Philanthropic Planning & Services department provides support and advice for structuring your giving in ways that best benefit you, your family and the community. With a donor-advised fund, foundation or endowment, you can make a profound impact on the issues that matter to you now, and leave a legacy that will continue your good work over generations.