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Service
Philanthropy
Strategy, governance, and measurement for foundations and donor families.
Minimum engagement: $1.0M in assets
What this covers
Philanthropy turns intent into a working programme: a strategy, a governance structure, a measurement framework, and a reporting cadence that holds the programme accountable to its stated goals.
Deliverables
- A written philanthropic strategy with measurable goals
- Governance documents: charter, decision rights, meeting cadence
- A portfolio aligned to mission where relevant
- An annual impact and financial report
How we work
We work alongside your existing foundation staff or help you stand one up. The engagement is led by a philanthropy specialist and supported by wealth planning and investment management as needed.
Minimum
USD 1,000,000 in annual giving or foundation assets.
Figures are illustrative. This page is not investment advice.