Philanthropy Advisors offers comprehensive philanthropic services including consulting, grantmaking, management, and education. From confidential advice to full-service management, we simplify the giving process, offering clients the highest level of professionalism and expertise. Philanthropy Advisors uses a personal, client-centered approach to assist clients in translating their philanthropic vision into reality. Philanthropy Advisors serves as an honest and objective broker of advice and recommendations. We provide clients with centralized and comprehensive services and access to an extensive network of professional resources and contacts. Our services enable clients to stay true to their vision and mission, as well as accountable to the public trust, and to comply more easily and efficiently with the increasingly stringent government regulations affecting all philanthropists.

We at Philanthropy Advisors have seen that professional guidance is especially critical during transitions in the life cycle of every philanthropy. Start-up, expansion of participating decision-makers, training the next generation, the retirement or death of a donor, and a sudden infusion of assets are events that affect the chemistry, dynamics and operation of philanthropic programs. Our full range of services helps clients navigate these and other challenges, so they can meet their goals. We meet with clients to develop consensus, a common vision, and approach. We create a framework, lay out a plan of action, and establish benchmarks to measure each program. We provide guidance when the inevitable pitfalls occur and help leverage successes for greater impact. Should clients prefer to manage their own philanthropy, we show them how.

Philanthropy Advisors serves a diverse range of clients – individuals, families and foundations, trusts, donor-advised funds, and giving circles – and works in close collaboration with clients’ other professional advisors, including lawyers, accountants, wealth advisors, financial managers, and family dynamics specialists. Since clients bring different perspectives, values and goals to their philanthropy, we work with each one to tailor our services to their needs. Fees are based on the nature and extent of services required.