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Our Services

Explore our giving tools and services, tailored for people who love Vermont.

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We are home to more than 1,000 charitable funds and foundations created by generous individuals, families, businesses, and nonprofits to support the causes they care about in Vermont and beyond.

Personalized Philanthropic Advising

If you want to work with experts to navigate your charitable journey and grow your philanthropic impact, this is the place to do it. We offer more than just guidance—our team deeply cares about helping you achieve your charitable goals and they’re dedicated to understanding your unique vision. We’re here to empower you and ensure your philanthropic journey is meaningful and impactful.

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Your Story, Your Choice

Take our quiz to find out how you can make a lasting impact on the causes closest to your heart.

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Donor Advised Funds

Legacy & Planned Giving

Mission Investing

Nonprofit Funds

Other Ways to Give

Donor Advised Funds: Distribute charitable dollars over time to the causes you care about most

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Grant Flexibility: Recommend grants anytime to charities

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Growth Potential: Donations can grow, boosting charitable impact

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Family Involvement: Engage family in giving with successor options

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Advising Services: Get expert advice for more impactful donations

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Tax Deductions: Immediate tax benefits for donations

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Meet Your Philanthropic Advisors

Alyssa DeBella

Alyssa DeBella

Grants Specialist

Alyssa DeBella

Alyssa DeBella

Grants Specialist

Elisabeth Marx

Elisabeth Marx

CAP®

Senior Philanthropic Advisor

Elisabeth Marx

Elisabeth Marx

CAP®

Senior Philanthropic Advisor

Emilye Pelow Corbett

Emilye Pelow Corbett

CAP®

Senior Philanthropic and Planned Giving Advisor

Emilye Pelow Corbett

Emilye Pelow Corbett

CAP®

Senior Philanthropic and Planned Giving Advisor

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Martha Trombley Oakes

CAP®

Director of Philanthropy

Martha Trombley Oakes

Martha Trombley Oakes

CAP®

Director of Philanthropy

Ruth Henry

Ruth Henry

CAP®

Senior Philanthropic Advisor

Ruth Henry

Ruth Henry

CAP®

Senior Philanthropic Advisor

Stacie Fagan

Stacie Fagan

Vice President for Philanthropy

Stacie Fagan

Stacie Fagan

Vice President for Philanthropy

Ready to connect with one of our advisors?

Reach out today to start exploring how we can help you achieve your charitable goals.

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