Philanthropic Planning

Given our focus on Difference Makers, Philanthropy is an important part of our on-going conversation with clients.  Like many aspects of financial planning, philanthropy is deeply personal and needs vary from client to client. 

Which of these discussions look most relevant to you?

  1. Defining your philanthropic mission — how do you wish to make a difference?
  2. Tangible benefits to having a philanthropic budget defined in advance.
  3. Should we start a family foundation or a custom donor-advised-fund?
  4. How can we create the most impact, given our philanthropic mission?  
  5. Impact investing: deploying your capital with a “double bottom line” mandate.
  6. How best transmit family values to second and third generations through philanthropy?

What is your philanthropic mission?  How do you want to be remembered as making a difference?