Philanthropy
Giving, approached with the same care as investing.
Many families give generously but reactively. We help clients think strategically about philanthropy—so that financial resources connect meaningfully with the causes and communities they care about.
Your values lead
You decide what matters. We help it endure.
Your values determine the causes you support; we help bring structure, clarity, and continuity to how you give.
01
Defining giving priorities
Clarifying the causes, communities, and questions that matter most to you.
02
An annual giving budget
Setting a sustainable level of giving that fits within the broader plan.
03
Evaluating charitable vehicles
Understanding options such as donor-advised funds and foundations, with your tax and legal advisers.
04
Evaluating impact
Asking what your giving accomplishes and how it might do more.