for a meaningful difference.
Making a positive impact on the causes and organizations you cherish the most starts with planning. Private, family foundations have a unique opportunity to make a positive and long-lasting impact on the world.
The benefits of a family foundation reach beyond the philanthropies they support. A properly structured Family Foundation is one of the legacies you can pass on to the next generation.
transferred to the next generation.
Giving back has a value. Finding the right family mission involves more than identifying your interests. What is important to you, becomes your Values in Action. We develop strategic philanthropic planning that focuses on your charitable goals. Through thoughtful guidance, we build unity, promote family values and build on your family legacy.
Making an impactful and meaningful difference starts with a strategic plan. When multiple generations are involved in the conversation, the family’s story continues to flourish from one generation to the next.
Our family foundation services includes:
Explore interests for charitable support
Grant administration and application management
Communication with grantees, applicants and foundation board
Due diligence and facilitation of funding decisions
Governance, compliance and best practices
Next generation and trustee education
Women & Wealth
Let’s discuss your family foundation today.
For the last few years, I have tried to alternate our family summer vacations between relaxation and education: beach one year, museums the following year. In 2020, our plan was to go to Philadelphia and Washington, D.C., but that did not happen, and we ended up...