Philanthropy Guidance and Planning

We build philanthropic plans for individuals, families and family foundations and we provide guidance and support throughout their implementation.We help you ensure that your contribution will be used effectively and that you will maximize the impact of your gifts and grants.

Our philanthropy services include:

  1. Developing a giving plan or a grants strategy
  2. Finding causes that serve your mission
  3. Identifying the right projects to support
  4. Assessing organizations for partnership
  5. Engaging family members in giving
  6. Evaluating the impact of your gifts and grants

Why would you need philanthropy advise?

Effective philanthropy requires a lot of time and focus. Seeking for in-depth information for organizations, understanding how they work, managing a partnership and evaluating the impact of a gift can be a very demanding process. A philanthropic advisor can provide advice and counsel that helps donors make a difference through their gifts and grants.