Client Services

Philanthropy Management, LLC provides a complete portfolio of services for high wealth individuals, 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

Facilitation of next generation orientation

Guidance on selection of issue(s) the donor wishes to support; 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

Evaluation of grant making 

Seminars on philanthropy for clients

Retreats for family members, staff

Preparation of print and web materials, including annual reports, program materials


More information about Philanthropy Management, LLC


Selected Programs Created

Selected Clients and Partners

Selected Speaking Engagements, Selected Writings

Selected Board Memberships, Selected Awards


     To site index
Phone (203) 255-3734
Fax (203) 259-5136