By: Leslie Gross, Senior Advisor A foundation trustee called me last week, voice tight with frustration: “Our strategic plan commits us to equity. Our grantmaking advances equity. But now we’re being told to scrub ‘equity’ from everything we touch. How do we stay true to who we are?” Here’s what I told her and what […]

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.  […]

I have been in the business of philanthropy for 24 years and I have never observed such seismic shifts in the sector. Some shifts we have seen coming for a long time, like the Great Wealth Transfer and passing of the baton of family leadership from Baby Boomers to Gen X and Millennials. Other shifts […]

“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 […]

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 […]

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 […]