Philanthropy Planning

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PHILANTHROPY PLANNING

We can help you identify the values you wish to perpetuate and then translate them into an effective, long-term philanthropic strategy. Our advice and administrative support can enable you to:

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  • Assist in selecting and establishing many different types of philanthropic entities, such as family foundations, donor-advised funds, supporting organizations, charitable trusts and community foundations

  • Identify and articulate the values you wish to perpetuate

  • Identify and research charitable organizations that fit your interests and priorities

  • Design effective philanthropic structures for your unique tax, financial, and family situation and interests

  • Develop family programs that involve your children and educate them about your charitable activities and all aspects of charitable giving

  • Maximize the social and economic benefits of your philanthropic efforts