+ Philanthropic Planning
We help you navigate the complexities of estate design strategies with an eye toward uncovering charitable giving opportunities. A range of giftand estate-planning tools can be used to preserve assets, ensure long-term income, and benefit charities important to you and your family.
+ Charitable Trust Administration
We can help establish gifts that pay you income and benefit the causes you care about most. We have extensive experience in charitable trust administration and often serve as trustee, taking care of the accounting, tax, and investment needs of the trust.
+ Donor and Alumni Relations
Our team is dedicated to caring for our donors and Fuller alumni. In addition to fundraising for Fuller Seminary, we offer information, resources, and events that encourage, inspire, and keep donors and alums connected to Fuller and its global community.
+ Investment Management
Fuller Investment Management Company is an SEC registered investment advisor providing investment management services to our clients. We work with you to understand your goals and provide an integrated, team-based approach to meeting your wealth management and charitable gift planning needs.
Trust. Honesty. Integrity. We believe such values matter and we live by ours every day. Since our founding in 1987, we have been committed to understanding our clients’ specific goals and motives for giving. We continue to live by the Christian principles of stewardship, compassion, and generosity.
