“How much is enough to leave my children and grandchildren?” This is a common question posed in the estate planning process and it is not an easy one to answer. You want to keep your family hungry to find their purpose in life while also providing a cushion for your family to take risks and […]

Adding a new professional into the mix of a family foundation can be a complex process. Having a search firm lead the process can be the difference maker in finding the right executive for your foundation. Considerations in successful hiring include a probable shift in staff culture and building a healthy rapport with the family […]

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 […]

One thing is abundantly clear, we are living in the middle of major economic and policy disruption affecting the nonprofit sector which ties directly into the philanthropic community. Everyday, I look at the news and learn about new policy changes impacting our sector and corresponding legal action. How do you make sense of it all […]

Why does Due Diligence matter? Building a strategic nonprofit portfolio requires more than just selecting causes that resonate with personal values. To ensure long-term impact, donors must conduct thoughtful due diligence to assess whether organizations are well-governed, financially stable, and delivering meaningful results. A strong philanthropic strategy is built on informed decision-making—one that goes beyond […]

Philanthropy is most effective when guided by strategy, intentionality, and a deep understanding of the organizations being supported. For philanthropists looking to maximize their impact, curating a well-rounded nonprofit portfolio is essential. Imagine a funnel—there are thousands of local nonprofits working to make the world a better place. Creating a strategic philanthropic portfolio requires funders […]

What is a Learning Journey? A learning journey is a series of intentionally planned experiences with thought leaders in the field of philanthropy. It is more than just going on site visits. You may want to go deeper in understanding your role as an effective funder in a specific area. How can you work smarter […]

When is the right time to engage a philanthropic advisor to achieve effective and lasting results? You and your family may be exploring estate and tax planning strategies with your advisors. Philanthropy and social impact are likely a part of the conversation. You are asking big questions about legacy planning and how to take care […]

Why do you want to invest your time working with an independent philanthropic advisor? As the great wealth transfer is taking place, working with an independent philanthropic advisor can help accelerate an effective philanthropic process as assets are changing hands.  Advisors work collaboratively with you and your advising team to reach your collective financial goals. […]