Foundation Management
Professional and Personalized Services to Set-Up and Run your Foundation or Donor Advised Fund Philanthropy Account
Full service foundation manangement
Setting up a foundation is an exciting time in a family’s legacy evolution. There a number of reasons why you might choose to go down this path. We work with your legal and financial team to help you establish, organize and manage this entity.
Our Process
Discovery → Creation → Implementation → Evaluation & Sustainability
We work with the individual family members to articulate the values, vision and mission that will guide your decision making process and ultimately the way you implement your giving strategy and activate your social capital.
Once you have articulated your vision we build out the business plan for your foundation which may include site visits, your giving calendar, supporting documents and working with your legal and financial advisors to ensure the right vehicle is being used to achieve the social business objectives of the foundation.
