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
A foundation, unlike most for-profit businesses, can and is expected to continue for generations. To ensure the effectiveness of the foundation, it must develop and adhere to its own strategic plan.
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. We have over 50 years of combined experience in guiding and operating foundations in all aspects of their activities, from governance to grant making and from domestic to international grant making.
What We Offer
