Philanthropic Giving Strategies
New Foundation/DAF Design
Writing a check is an easy part of philanthropic giving. What’s hard to do is to craft a giving plan that reflects your vision and your values while achieving positive impact.
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 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?
Creating a thoughtful philanthropic strategy is key to a transfer of wealth, but also critical for your life today. There are certainly enormous tax benefits. But more than that, there are benefits to bringing a philanthropic advisor into the conversation. We know how to maximize your gift to not only make a difference but to build family unity or build your legacy.
We work alongside you to from the start– design your key focal areas, mission, and intention, and build a structure alongside you that fits your needs. As an independent advisor, we have the advantage of knowing the benefits or pitfalls of starting a Donor-Advised Fund (DAF), or a Foundation, or another strategy.
With our comprehensive approach, we create opportunities for reducing your tax load and increasing your impact in the world and in your family.
You Can Expect:
Our firm unlocks your potential. We work side by side with CEO/Executive Directors, staff, and Boards. We embrace your design choices that fit your unique situation.
With our support, you can actualize your ideas, and reach common ground with both leadership and staff.
We Can Help You:
- Establish a new Foundation or a Personal Giving Plans (PGPs) that best represent your dreams and values
- Create a legacy of giving working with adult kids and grandkids through family facilitation
- Create or re-design other giving strategies such as a Donor-Advised Fund (DAF)
- Identify the best organizations and models for impact
- Thoughtfully establish roles for members of the family
- Determine how to best engage non-profits for maximum impact
- Figure exit strategies for existing giving structures that aren’t working
- Identify measures of success and monitor satisfaction levels
- Facilitate family dialogue about values
Are You Ready to Learn More?
Contact Maya for a consultation today.