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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
  • 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

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