Giving back, assisting others and your community, setting an example for your family, and/or leaving a legacy can all be accomplished through philanthropy. Because philanthropy is so personal and unique to individuals and families, it usually entails a lot of considerations on a variety of themes, from expressing a vision to determining the best legal structure to selecting grant recipients and tracking impact.
No matter where they are on their philanthropic path, we assist our clients in addressing all aspects of their philanthropic objectives and goals so that they can have a lasting and beneficial effect that benefits their causes, communities, and loved ones.
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The First Steps
Advice on important factors to consider as you build your philanthropic approach and involve family and loved ones. |
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Charting the Course
Help defining the role of philanthropy in your life and estate plan, including values identification, family engagement, and mission formulation. |
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Formation and Structure
Advice on how to structure your efforts based on your current situation and the motivations that drive your generosity. |
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Administration and Governance
Assistance in establishing an effective governance framework, as well as compliance and other administrative rules and procedures. |
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Strategy, Execution and Impact
Advice on strategic philanthropy and execution, including how to write a strategic plan, assemble a strong team, create grants, and assess effectiveness. |
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Beyond Giving
Assisting you in matching your philanthropic mission with your direct participation in charitable organisations. |
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