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Managed
Philanthropy

What if we told you that altruism is something that needs to be managed? While altruism is one of the keys to a better world, it requires careful planning and intentionally designed strategies.

Whether philanthropy is your vocation or your avocation, we devote a substantial amount of time to the service of others with the goal of having a positive impact on the world.

We identify opportunities for high-net-worth clients that align with their philanthropic goals.

Strategy

The philanthropic community addresses our most basic needs and underwrites the pursuit of our highest ambitions. Our goal is to assist clients in translating their personal values and family legacies into results-oriented, strategic giving programs to help them achieve their philanthropic goals. We aim to provide a broad range of services designed to help the nonprofit organizations that support our community to refine and implement their strategies. We all have an opportunity to make a positive change in the world.

Management

We provide comprehensive management on everything that matters to your philanthropic goals, including analysis of donor-advisor funds, identification of viable charities, and tax-efficient distribution of your donation. There is literally no other way to take care of something as important as your legacy.

CharitableAccounts.org

To help in the process of identifying and managing your charitable donations, we maintain charitableaccounts.org, a separate website dedicated to providing non-biased information about third-party donor-advised funds and programs.

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