PHILANTHROPY SERVICES
PHILANTHROPY SERVICES
Our Philanthropy Services to client families
- We help our clients design and implement their philanthropic objectives and goals by designing either donor-advised fund accounts or private foundations as appropriate
- These plans are then implemented with appropriate legal counsel and ongoing documentation
- We manage the foundation assets to meet its distribution goals while preserving the corpus in nominal and inflation-adjusted terms
- We bring decades of experience in managing endowment funds for charitable organizations
