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Philanthropy
For Purposeful Giving at the Company Level
Bringing Clarity and Purpose to Charitable Giving
Philanthropy is one of our specialized services, and corporate philanthropy plays an important role for many families, business owners, and leaders. We help clients bring clarity and intention to charitable giving so decisions align with personal values, business priorities, and the broader financial picture.
Whether giving is driven by family goals or corporate responsibility initiatives, our role is to help clients structure philanthropic efforts, evaluate options, and coordinate with appropriate professionals when needed. The focus is purposeful giving that creates meaningful impact while remaining aligned with long-term planning.
How We Help
We provide structured guidance for charitable giving across personal and corporate contexts. Our approach helps clients clarify intent, select appropriate giving vehicles, and coordinate philanthropic efforts within the broader wealth management plan.
We help clients define charitable contributions, including timing, recipients, and how charitable donations support long-term priorities.
For businesses, we evaluate corporate giving and corporate giving programs, including financial donations, employee giving, and alignment with company values and business objectives.
When appropriate, we assess corporate philanthropy programs such as matching gift programs, volunteer grants, and workplace giving programs that support employee engagement and community impact.
We review corporate sponsorships and charitable efforts that support local communities and nonprofit organizations while remaining consistent with a company’s public commitments.
We provide perspective on corporate philanthropy best practices, helping clients compare program structures, establish guidelines, and maintain consistency across philanthropic initiatives over time.
A Fiduciary Approach to Philanthropy
As an independent advisory firm, we provide objective guidance on charitable giving and corporate philanthropy grounded in fiduciary responsibility. While we do not provide legal or tax advice, we coordinate with tax and legal professionals when appropriate to keep giving decisions aligned with the broader wealth management plan.
Preparing for What’s Next
Philanthropic priorities change as business goals, family circumstances, and community needs evolve. We help clients revisit giving strategies, refine program structure, and maintain focus on long-term impact over time.
Contact our team to begin the conversation.
