Charitable giving is a personally satisfying way for your family to assist the organizations and causes you desire to support now and in the future. However, for many families the questions quickly arise as to how best to set and achieve their goals for giving.

Estate planning helps identify the vehicles for achieving the philanthropic goals of a family. But for some families there may be a need for a deeper level of service both to help establish the charitable goals and then effectively implement the strategies over time, including activities such as:

  • Establishing family goals for charitable giving
  • Defining the mission and focus of charitable giving vehicles for the family
  • Selecting the right approach to achieve family and financial goals
  • Ensuring investments are aligned with strategy of each charitable organization
  • Establishing policies for grant making decisions, including whether to accept unsolicited grant requests
  • Assisting with monitoring of grant performance
  • Providing appropriate administrative reports and tax reporting
  • Building boards as needed for organizations if relevant
  • Providing access to specialist consultants as needed in the area of philanthropic strategy