Families
Families
Statistics show a majority of high-net-worth families fail to successfully transfer assets from one generation to the next– resulting not just in a loss of assets, but a loss of family harmony, and the potential for family philanthropy.
Generation X will likely gain up to $48 Trillion in wealth transfers, and Millennials will potentially inherit even a great portion of wealth.
Where We Come In?
Maya Dunne and Associates guides philanthropic families through each stage of their journey so that their giving has more impact and makes the world a better place.
We bring families together to support causes they are passionate about, building family connections and fulfilling their vision, and establishing a philanthropic legacy for generations.
Writing a check is the easiest part of philanthropic giving. What’s hard to do on your own is crafting a giving plan that reflects your vision and your values while achieving positive change in the community. That’s where we come in.
Maya will take you from idea to impact, making your vision a reality and helping you create a lifelong legacy for you and your family.
With deep experience supporting family foundations, Maya can guide you with clear, concise information and best practices in philanthropic impact.
At Maya Dunne and Associates, we recognize the power of partnership. We work closely with financial and tax advisors to serve high net worth and ultra-high net worth families who wish to deepen their philanthropic commitments.
Giving Matters
It matters to those in need, and philanthropy and giving can connect our own life’s journey to family and values. When we experience it at its best, it brings great happiness and change in a pressing world.
Our expertise matches your family or business with the right community efforts and increases impact in the community.
We tap into the unique qualities of your family and business and create your giving strategy. With 20+ years of in-the-field success, Maya Dunne and Associates translate your giving into effective approaches that last.
Our work builds family and business practices that continue beyond our engagement. The firm is an independent advisor.
You Can Expect:
- The increased impact from dollars
- Increased connection and interaction across generations
- Life-changing experiences with community efforts
- Alignment with passions and values to increase intention in giving
- Effective grant-making practices
- Increased family or business loyalty and satisfaction
- Families grounded in giving back
Annual Foundation Cycle
For a free pdf download of this resource, click here.
Are You Ready to Learn More?
Contact Maya for a consultation today.