Philanthropic Consulting

A legacy of charitable giving and doing good.

Charitable giving can help define your family’s legacy and encourage a sense of social responsibility in future generations. We offer a team with experience administering charitable trusts and family foundations and in managing trust, foundation and endowment assets. Our adviser’s strategy is to design and implement a plan for charitable giving that is both effective and fulfilling for you and your family.

Multigenerational Objectives

We design and implement charitable giving that defines your legacy and aligns with the vision of all family members.
Private Foundation Management

We support your charitable activities by providing services such as governance, administration and grant-making.
Governance and Board Development

We recruit board members with the objective of ensuring the charitable organization is effectively and properly run.
Foundation Trustee Training

We educate, guide and mentor foundation trustees to enhance their performance.
Strategy Analysis and Implementation

We evaluate your philanthropic strategy, we work to fulfill its directive and strive to make sure your donation is achieving the greatest impact.
Foundation and Grant Administration

We assume responsibility for managing the details associated with foundation and grant administration to ensure that you and your family have confidence that your donation is generating the greatest impact.
Personal Giving Programs

We create and implement a personal giving program based on your interests, values and priorities.

Multigenerational Objectives

We design and implement charitable giving that defines your legacy and aligns with the vision of all family members.

Private Foundation Management

We support your charitable activities by providing services such as governance, administration and grant-making.

Governance and Board Development

We recruit board members with the objective of ensuring the charitable organization is effectively and properly run.

Foundation Trustee Training

We educate, guide and mentor foundation trustees to enhance their performance.

Strategy Analysis and Implementation

We evaluate your philanthropic strategy, we work to fulfill its directive and strive to make sure your donation is achieving the greatest impact.

Foundation and Grant Administration

We assume responsibility for managing the details associated with foundation and grant administration to ensure that you and your family have confidence that your donation is generating the greatest impact.

Personal Giving Programs

We create and implement a personal giving program based on your interests, values and priorities.