Philanthropy and Foundations

Families express their philanthropy in a variety of ways, sometimes through financial support and sometimes through their volunteer efforts and leadership. We explore the passions, hopes, and aspirations of each member, and design the most effective strategies to accomplish these goals.

Philanthropic Planning and Design

We develop and design alternative philanthropic vehicles, including outright giving, split interest trusts, donor advised funds, private grant making and operating foundations, support organizations, volunteering and board leadership. The appropriate vehicles are then incorporated into the long-range estate and wealth planning strategies.

Foundation Strategic Planning

We assist foundations to ensure their effectiveness by developing and adhering to its own strategic plan since it can and may continue for several generations.

Foundation Grants Management and Administration

We provide a full suite of services to new and existing foundations, including complete grants management and general administration services. Our considerable experience in guiding and operating foundations in all aspects of their activities, from governance to domestic and international grant making provides our clients with peace of mind in operating their foundation.

We Offer

• Family, Independent, and Corporate Foundation Strategic Planning
• Foundation Grants Management and Administration Services
• Foundation Reporting
• Fiduciary Education