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. |
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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
Guidance on selection of
issue(s); research on most effective non-profit agencies addressing
selected issues. Experience and networks in education, health care, arts,
environment, human services
Guidance and assistance with international
grant making, global programs
Evaluation of grant making,
programs
Seminars on philanthropy for clients
Retreats
for family members, staff; new generation orientation
Creation of educational collaborations
Employment searches
Preparation of print and web materials, including annual reports, program
materials
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