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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. |
