Philanthropy Management, LLC provides a complete portfolio of services for high wealth individuals, corporations and non-profits, beginning with exploration of philanthropic funding alternatives, and carried out through implementation, evaluation and transition to the next generation.
Counsel on selecting vehicles for charitable contributions e.g., family
foundations, donor advised funds, charitable remainder trusts. Full service to create the selected vehicle, with a team including experienced
attorneys, tax advisors, financial planners
Development of business plan, fundraising strategies
Retreats for family members, staff; new generation orientation
Creation of educational collaborations
Preparation of print and web materials, including annual reports, program materials