“Skate to where the puck is going to be, not where it has been.” – Walter Gretzky (father of celebrated hockey player, Wayne Gretzky) The next chapter of family philanthropy promises to be one of both complexity and opportunity. As the field continues to evolve—driven by the growing influence of women and rising generation, serious […]

At Grant Philanthropic Advisors, we have the privilege of helping philanthropic families set up their charitable giving vehicles and define their values and mission. We also help families pass the torch of leadership from one generation to the next as it relates to family philanthropy. Often, this is from the founding generation to the next.  […]

“As our case is new, so must we think anew and act anew.” Abraham Lincoln Lincoln was right of course. And were he with us today, he might say something similar, not about an impending civil war, but about how family philanthropies can adjust positively to a new “case.” As we reported in Part I […]

How long should your family’s philanthropic mission and impact exist? Should you focus your giving efforts while you’re alive to maximize impact? Should your philanthropic mission extend beyond you for a set number of years to be managed by your family or close family advisors? Does your philanthropic strategy lend itself to a perpetual model? […]

“If you’ve seen one family foundation, you’ve seen one family foundation.” This maxim accurately captures the complexity and uniqueness of family philanthropy. Acknowledging this, there are common threads in the typical evolution of family foundations. Families face similar points of inflection as they gain experience in their grantmaking and their own families change shape through […]

Effective philanthropy doesn’t happen in a vacuum. For individuals and families looking to align their giving with their financial and legacy goals, collaboration among key advisors is essential. At Grant Philanthropic Advisors, we take a holistic approach, working closely with wealth advisors, tax and estate planning attorneys, and CPAs to ensure that philanthropy is integrated […]

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. […]

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 […]