Philanthropy has the power to transform lives, communities, and the world. However, as philanthropists navigate the complexities of giving, particularly during times of change or growth, they often discover the need for expert guidance to make their impact as effective and meaningful as possible. This is where a philanthropic advisor comes in. A Partner in […]

As a philanthropist, you have the exhilarating opportunity to maximize your impact with your charitable dollars, your time and your connections. Early on in the planning phase, you may consider: Should I focus on a specific issue or a specific place to drive my philanthropic efforts? Or maybe it is a combination of the two. […]

When natural disasters like Hurricane Helene strike, the devastation can be overwhelming. Communities face displacement, businesses suffer losses, and infrastructure can be crippled. In times like these, companies have a unique opportunity to step up, providing crucial resources and leadership in disaster response and recovery efforts. An inspiring example is The Biltmore Estate’ response to […]

Philanthropists and their advisors often wrestle with their options for charitable giving vehicles. You’ve mostly heard of a donor advised fund (DAF) and a private foundation, which are the two most common. Families can choose alternatives in the form of LLCs or Trusts. More sophisticated philanthropists may utilize a variety of giving vehicles to accomplish […]