Premier account status

We are pleased to offer a higher level of services to support your needs now and as they grow. A dedicated team of specialists, with more than 50 years of collective experience, works exclusively with our Premier donors, providing personalized support for your unique circumstances. The team, which includes Chartered Advisor in Philanthropy(R) certified experts, brings the highest level of industry knowledge to address your specific needs. 

Premier account status

We are pleased to offer a higher level of services to support your needs now and as they grow. A dedicated team of specialists, with more than 50 years of collective experience, works exclusively with our Premier donors, providing personalized support for your unique circumstances. The team, which includes Chartered Advisor in Philanthropy(R) certified experts, brings the highest level of industry knowledge to address your specific needs. 

Premier account status

We are pleased to offer a higher level of services to support your needs now and as they grow. A dedicated team of specialists, with more than 50 years of collective experience, works exclusively with our Premier donors, providing personalized support for your unique circumstances. The team, which includes Chartered Advisor in Philanthropy(R) certified experts, brings the highest level of industry knowledge to address your specific needs. 

What are Premier services?

Premier services were created for account holders who seek to create long-term impact with their accounts of $1 million or more. Other account activity and patterns are reviewed prior to approval. Please contact a member of our Premier services team to request a consultation.

Exclusive Premier account benefits

Your team is easily reached through a direct phone line and email address. Rest assured that this hand-selected, highly trained team is knowledgeable of the individual circumstances our high-net-worth donors face. Through this team, we offer personalized support that's unique to our Premier donors.

Interested in lower fees and reduced expense ratios?

We believe in low-cost, high-impact philanthropy. That means we keep our all-in fees low, so you have more to donate to the charities you believe in. Premier accounts enjoy even lower costs, including reduced administrative fees, and lower investment expense ratios through Vanguard's Institutional and Institutional Plus share class pricing. These expense ratios can be reduced up to 0.04%. Contact us today for a consultation.

 

 

The chart compares two $5 million accounts during the 20-year period. The only difference: One account was assessed Premier account fees and the other, standard accounts fees. After 20 years, the Premier account has the potential to earn over $500K more than a standard account. That's half-a-million dollars more for charity. 

 


 

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Accounts having a balance below $15,000 may be subject to an annual maintenance fee of $250.

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Our premier clients enjoy reduced pricing to further maximize their impact.

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