Services
For your philanthropy to be both meaningful and effective, it is critical to understand why and how you want to give. Defining and documenting your philanthropic purpose early in your philanthropy journey, even in a rough draft form, pays off later. We will work with you and your family to establish a philanthropic purpose right for you.
Not all philanthropic structures have to be complicated – they just have to be right for you. The type of philanthropic structure you set up will impact your legal, financial and operational requirements, and the cost of your giving program.
As you shape your philanthropic strategy, our staff can provide research and analysis in key issue areas to inform your decisions. We can help you think through subject-specific problems, evaluate potential new approaches, and understand the bigger picture in order to help you move forward with confidence.
We can provide program officers for funders without staff, manage individual programs or act as a full-service foundation office, facilitating board meetings, managing grantmaking and overseeing communications.
A Donor Advised Fund is a giving account set up at an existing charitable foundation which in turn serves as a “sponsoring organization,” managing and administering individual accounts. You make a charitable contribution, receive an immediate tax deduction and then recommend grants from the fund over time. You can contribute to the fund as frequently as you like, and recommend grants to your favorite charitable organizations whenever it makes sense to do so. Through our network of trusted partners, we can help you establish a philanthropy fund that is right for you.
We offer custom workshops to educate the Next Generation on the origins of family’s wealth and philanthropic heritage. We also create bespoke programs to help the Next Generation forge their own giving identities while respecting the tradition and legacy of the families existing philanthropy.
