Getting Started

For individuals and families new to giving, it can be challenging to sort through the wide range of charitable vehicles and discern which one works best for your desired outcome.

Our seasoned professionals will help you explore options that address your charitable goals and objectives both creatively and comprehensively. We can formulate a custom giving strategy for you and your family, ensure proper coordination with your estate and tax planning, and help you ensure that administration of your charitable giving runs smoothly over time.

Clients face a host of threshold questions and issues at the outset of their philanthropic journey, including:

What charitable goals and objectives do I hope to accomplish through my philanthropy?
How much of my own time and energy do I want to invest in my giving? How and to what extent do I want my family to share in the work of our family’s giving?
What are the legacy considerations for the focus of our family’s giving after I am gone?
How can I shape a giving program that is responsive to the needs of others, to my interests, and to what is happening in the world?
How can I infuse equity considerations into my giving?
How do I learn about nonprofit organizations working on issues I care about?
How do I know if the organizations I support are achieving what they set out to do?
What is involved in managing the affairs of a foundation or other vehicle through which I execute my giving?
How can I maintain my privacy or share my story?

Goal Setting, Strategy & Planning

Choice of Entity

Negotiating gifts of cash or tangible assets

Sample Client Engagements