Managed Philanthropy

Managed Philanthropy

Managed Philanthropy

Managed philanthropy at Global Advisers is designed for clients seeking to align charitable giving with long-term financial, tax, and legacy objectives. We offer comprehensive, fiduciary-aligned philanthropic advisory and management services, delivered in partnership with top-tier providers of donor-advised funds and charitable vehicles.

Managed Philanthropy

When it comes to your wealth, clarity matters.

Managed Philanthropy

Managed philanthropy at Global Advisers is designed for clients seeking to align charitable giving with long-term financial, tax, and legacy objectives. We offer comprehensive, fiduciary-aligned philanthropic advisory and management services, delivered in partnership with top-tier providers of donor-advised funds and charitable vehicles.

Our Solutions

Explore our full range of integrated financial solutions—built to manage, grow, and protect your wealth with precision, strategy, and care.

Select your level of wealth to see which services are suited for you.

Managed Philanthropy

When it comes to your wealth, clarity matters.

Trust & Estate Solutions

We help clients structure, optimize, and align their estate and trust strategies with their overall financial plan, ensuring continuity across generations.

Managed Philanthropy

We help turn charitable goals into a structured giving strategy that fits your broader financial plan.

Trust and Estate

We coordinate beneficiary designations, investments, taxes, insurance, and other financial decisions with your estate plan and legal documents.

Structuring Your Giving

We evaluate donor-advised funds, private foundations, direct gifts, and other charitable vehicles based on how and when you want to give.

Coordinating the Financial Strategy

We coordinate charitable giving with tax planning, investment management, estate planning, and other financial priorities.

MANAGED PHILANTHROPY

From Wealth to Charitable Capital

Philanthropy can involve more than making a gift. What you contribute, how giving is structured, how charitable assets are managed, and how grants occur over time can all become part of one coordinated strategy.

CHARITABLE CAPITAL Cash
SELECT A STAGE TO EXPLORE
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ASSET CASH
CHARITABLE STRATEGY MANAGED PHILANTHROPY
PURPOSE CHARITABLE IMPACT
GLOBAL ADVISERS CAPABILITIES
Charitable Giving Strategy
Tax-Efficient Giving
Non-Cash Contributions
DAFs & Foundations
Charitable Asset Management
Family & Multigenerational Giving
CHARITABLE CAPITAL Cash
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CONTRIBUTE

We help determine what role charitable giving should play.

We begin by understanding the charitable objective, the assets available, expected timing, and how the giving strategy fits within the broader financial plan.

WHAT GLOBAL ADVISERS CAN DO
01 Clarify charitable objectives and priorities
02 Evaluate available assets for potential giving
03 Coordinate giving with the broader wealth plan
CURRENT EXAMPLE Cash

Cash can provide a straightforward source of charitable funding and can be used for direct gifts or contributed through an appropriate charitable structure.

PLANNING QUESTION What are you trying to accomplish through your giving, and over what period of time?
GIVING CAN BE MANAGED LIKE CAPITAL

A charitable strategy can continue long after the initial gift.

We help connect what you give, how you give, how charitable assets are managed, how grants occur, and how family members may participate over time.

Managed Philanthropy Solutions

Charitable Giving Strategy

We help establish a giving strategy around your priorities, financial circumstances, preferred causes, and timing.

Tax-Efficient Giving

We coordinate charitable contributions with your broader financial planning and tax strategy, including the timing and form of gifts.

Charitable Asset Management

We provide investment management for charitable assets where the account structure and sponsoring organization permit adviser-managed investments.

Donor-Advised Funds & Foundations

We help evaluate donor-advised funds, private foundations, and other charitable structures to determine which approach best fits your objectives.

Family & Multigenerational Giving

We help families involve future generations in charitable decisions and establish a thoughtful approach to giving over time.

Non-Cash Contributions

We help evaluate gifts of appreciated securities, business interests, real estate, and other assets in coordination with charitable providers and tax professionals.

1) What’s most important?
Step 1 of 4
These guide whether a charitable account (DAF), direct gifts, or a foundation makes sense.
2) What would you give?
Step 2 of 4
Donating investments (instead of selling first) may avoid capital gains tax; IRA gifts (QCDs) have special rules.
3) A few quick facts
Step 3 of 4
If you don’t itemize, “bunching” gifts into one tax year can help. Your CPA can confirm.
If yes and you have an IRA, a QCD may reduce taxable IRA withdrawals.
Advanced options (optional)
4) Your best-fit paths
Step 4 of 4
Talk to Global Advisers
We coordinate account setup and transfers and loop in your CPA as needed.

Explore More

Learn more about what we do and the individuals, families, businesses, and organizations we serve.

Let’s Talk
800.832.8514

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Insurance products and services are separate from investment advisory services. Insurance coverage, eligibility, premiums, benefits, and availability vary by insurer, plan, employer characteristics, and state. Global Advisers and/or its licensed insurance professionals may receive commissions or other compensation from insurance carriers in connection with insurance products or placements. Clients are not required to purchase insurance products through Global Advisers as a condition of receiving investment advisory services. Information provided regarding employee benefits is general in nature and is not intended as legal, tax, or accounting advice.