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Services To Individual Donors and Families
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Private
benefactors frequently look to me for help with the following issues:
- Matching philanthropy to the donor’s personal values
and interests
- Setting
vision, mission, and goals, choosing between general or focused giving,
and establishing operational policies and funding guidelines
- Determining the best way to direct philanthropic
dollars among choices ranging from annual checkbook giving, to creating
a foundation, to using an alternative vehicle such as a community
foundation
- Considering the most effective giving structure
to establish, and supporting legal and tax advisors in establishing
those structures
- Providing for involvement and governance
by donor family members
- Mentoring and coaching individuals and
family members new to philanthropy, including younger family members
- Planning inter-generational giving strategies and establishing
family funding collaboratives
- Establishing procedures for due diligence, resource stewardship,
and adherence to applicable laws and regulations
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