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High-net-worth individuals and their families have complex and diverse needs related to philanthropy as well as their investments, estate planning, and retirement. Financial, legal, and other advisors can seek to meet these needs by providing integrated and comprehensive services. Contact us to explore why it makes strategic sense to partner with experts in philanthropy and how we can add value to your practice. Executive Director Lauren Katzowitz Shenfield will be happy to meet with you.

We at Philanthropy Advisors have extensive expertise and experience in philanthropic management, governance, family dynamics, and grantmaking that can help you serve your clients better. We work collaboratively with advisors, joining your team to provide customized, philanthropic services to your clients.

Philanthropy Advisors does not manage assets nor do we provide legal or financial advice.


Events

Executive Director Lauren Katzowitz Shenfield moderates
a next generation conversation for professional advisors.

National Network of Consultants to Grantmakers Teleconference
Engaging and Keeping the Next Generation

June 2, 2008
2:00-3:30 pm

http://www.nncg.org/nncgevents.htm


Resources

Association of Small Foundations www.smallfoundations.org
Council on Foundations www.cof.org
Jewish Funders Network www.jfunders.org
National Center for Family Philanthropy www.ncfp.org
National Committee for Responsive Philanthropy www.ncrp.org
National Network of Consultants to Grantmakers www.nncg.org
Forum of Regional Association of Grantmakers www.givingforum.org
New York Regional Association of Grantmakers www.nyrag.org
UJA-Federation of New York www.ujafedny.org

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