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