Philanthropic Services
Plan your giving strategies to maximize impact and establish your legacy. Support your charitable activities with an experienced team that can assist with individual gifts or operate a foundation.
Service Offerings
Develop and Implement Giving Strategies
- Assist with philanthropic and gifting strategies for Foundations and Donor Advised Funds
- Develop a giving structure to achieve philanthropic and financial objectives
- Conduct a robust financial planning exercise that aligns with estate planning efforts
- Identify resources required to manage philanthropic activities
Governance
- Develop and implement foundation governance structures
- Serve as a member of boards or advise them on a wide range of strategic and operational matters
- Plan and coordinate board meetings, reporting and related activities
- Engage family members, educate the next generation and drive succession planning efforts
Giving Management, Finance and Operations
- Define roles and manage grant making activities
- Provide operational support (HR, IT, Facilities) as required
- Prepare detailed accounting records, manage banking transactions and prepare tax filings
- Process and track charitable contributions and pledges
- Generate comprehensive and customized reporting