Questions That Might Be On Your Mind
- My approach to charitable giving feels fragmented and uncoordinated. How can I build a plan that I can feel good about?
- How can I figure out the “alphabet soup” of charitable structures, and which approach is best for me?
- What are other wealthy families doing to support the causes they are passionate about?
Whether you have a long history of philanthropy or just starting to think about the benefits of giving, we can help you create a specific giving plan aligned with your goals.
Our process around philanthropic planning is tailored to each family and typically begins with a four-pronged discovery process to:
- 1) Explore your values as they relate to money.
- 2) Review your philanthropic history, experiences, and influences.
- 3) Identify your specific values and motivations for giving.
- 4) Evaluate any existing charitable giving plans.
This robust discovery process gives you and us a stepping stone to…
Coordinate a philanthropic survey to refine the causes and organizations you wish to support, develop grant guidelines, and adopt the optimal giving strategies.
Review the attributes of the available charitable vehicles, through the different lenses of taxes, control and cash flow to identify the best approach for you.
Implement a grant review process to ensure that your philanthropic initiatives are accomplishing your stated objectives.
We help explore the ‘Why’ behind your charitable desires, work with you to develop your philanthropic goals and collaborate to ensure your planning delivers the positive impact you want.
