We offer a full range of philanthropy services including organizational and operational planning and compliance services.
Our team of professionals works with you and your family to help you articulate your specific philanthropic goals, implement the appropriate philanthropic vehicle, and identify the appropriate assets to create and fund your charitable entity. In addition, we continue to advise your family and entity as your family’s philanthropic mission grows and evolves over time.
We have significant experience advising some of the largest charitable entities in the country including private foundations and supporting organizations. We also help families administer gifts through donor advised funds and charitable trusts.
Services offered within the context of our philanthropy advisory capability include:
