Lay the foundation for your family’s legacy. Our team and tools help you and your loved ones come together to craft a giving strategy that feels impactful—not transactional.
Our Philanthropic Advisors are seasoned at facilitating meetings for families of all ages and stages of life. Our unique toolkit includes a workbook of exercises, practical tips, and family activities.
Manage complex family transitions such as marriage, retirement, births, or deaths. We’ll help you transform tricky conversations about money into opportunities to explore family values and give through generations.
We’ll guide you in determining budgets, roles, and responsibilities to keep your giving plans on track. We also offer intensive, tailored support for private foundations.
Our flexible, hands-on approach allows you to tailor a plan that works for your family. We focus on four key areas of charitable giving:
Who would you like to join at your giving table?
Why do you give?
What are your charitable goals?
How do you want to make an impact?
Frequently Asked Questions
Yes! We work with many young families and provide tools and activities to share the value of generosity with your children. We’d love to connect you with age-appropriate resources.
Yes. We are experienced at helping families have these conversations. We have worked with many parents and grandparents to help their children build skills as philanthropists. We also help family foundations develop transition plans that can range from opening a companion Donor Advised Fund for the next generation to making the conversion to a Signature Fund. Take a look at our comparison chart for more details.
That’s great! We cherish the diversity of our donor families, and we know that loved ones aren’t always blood relatives. However you define “family,” we’re excited to work with you.
We’ve worked with many families who aren’t completely aligned in their charitable giving goals or who have other barriers such as geographic distance that make group giving a challenge. (Believe us: This is very common!) Our Philanthropic Advisors are experienced at connecting families across generations, geographic locations, political orientations, and more.