Philanthropic Advisory Services
Philanthropists, Donors, Foundations
You’re altruistic and empathetic. You’re a savvy investor and a forward-thinker. You want to leave your mark on the world and make it a better place through philanthropy.
How do you know what cause to support? And more importantly, what organization do you partner with to affect the change?
You start by working with us. We will help you find the foundation or institute that best aligns with your passion and values. We will also work with you to define your philanthropic goals and determine your approach to giving. Together we will:
- Create philanthropic vision and mission statements
- Prioritize philanthropic objectives
- Develop a giving strategy
- Vet prospective beneficiaries and charitable requests to gauge viability, examine operational efficiencies (i.e. cost to raise a dollar), and investigate other factors that were important to you
- Choose the organizations that best align with your philanthropic mission
- Discuss the various ways to give (i.e. outright gift, multi-year pledges, and charitable gift annuities)
- Consult with your financial advisors, estate attorney and/ or CPA
- After you’ve made your gift, we will then monitor the gift’s usage and provide you with reports on its impact
- Discuss philanthropic succession planning (i.e. engaging the next generation of your family or the stewardship of your legacy)
We offer a unique, customized approach. You will work with a dedicated professional that provides you personalized solutions to help make your mark in the community.