Featured Philanthropy Clients
This is a sample list of our philanthropy clients. We work with dozens of clients doing charitable giving through foundations, charitable trusts, donor advised funds, and other giving vehicles.
- Florence Evans Bushee Foundation, Inc.
- Bushrod H. Campbell and Adah F. Hall Charity Fund
- CHT Foundation
- Jane B. Cook 1992 Charitable Trust
- Mary W.B. Curtis Trust
- Edwards Scholarship Fund
- Jane's Trust Foundation
- Legacy Fund for Boston
- Lyndon Paul Lorusso Charitable Foundation of 2002
- Rosalie Thorne McKenna Foundation
- William Townsend Porter Foundation
- Positive Tracks
- The Adelard A. and Valeda Lea Roy Foundation
- Travis Roy Foundation
- Jack Satter Foundation
- Polly Thayer Starr Charitable Trust
- George B. Henderson Foundation
*All foundations marked * are currently accepting proposals. Clicking on the active links will provide you with guidelines or more information for the particular foundation.
Our Clients' Stories
Helping to Shape a Philanthropic Legacy
A couple wanted to engage their young adult children in helping to shape their philanthropic legacy, knowing the children would eventually oversee the foundation they started. We helped the family define their charitable vision and identified giving strategies targeting health and welfare and public policy issues. The family found a shared sense of purpose and the children appreciated working with our team's younger advisors.
Giving While Living
With a focus on giving while living, we helped a donor create and plan for a $100 million foundation that would spend down within five years of his death. We worked with the donor during his lifetime to identify and vet organizations that would allow him to have the greatest impact and to ensure that the future trustees knew about the issues and approaches he valued most. Flexibility was also built in to allow for new developments that would arise when the foundation had to make its grants.
Negotiating a Significant Gift of Fine Art
A foundation created by the estate of a renowned artist sought our help in negotiating a significant gift of fine art to a premier cultural institution. Working directly with the trustees and executors to translate the foundation's mission as expressed in the client's will, we identified the appropriate charity, completed due diligence on the organization, oversaw appraisals, and led negotiations regarding ownership, copyright, reproductions, and care of the art. We continue to assist with the foundation's ongoing grantmaking to other nonprofits that share the vision of the artist’s legacy. Read the full Rosalie Thorne McKenna Foundation case study.
