A philanthropic strategy is an extension of your personal values, beliefs and convictions and is more than just charitable giving. By helping you put a structure in place that allows you and your chosen heirs to create a lasting legacy that strengthens family bonds while making an enduring difference in the causes that matter most to you.
Opportunities for strategic philanthropy
Whether it’s your desire to give a lump sum directly to a charitable cause of your choice in the form of a gift of cash, appreciated stocks, works of art, ecologically significant land, either in your lifetime or through your Will, or you want to create a private or family foundation for long-term giving, we have the expertise to help you.
We assist by:
- Identifying the values you wish to perpetuate, and helping you translate these values into a mission statement and program goals
- Research funding needs and proposals, while providing advice to your foundation on ways to enhance your grant-making
- Monitor and evaluate your projects to ensure they meet granting guidelines and long-term program goals