Counsel on selecting vehicles for charitable contributions e.g., family
foundations, donor advised funds, charitable remainder trustsClient Services
Philanthropy Management, LLC provides a complete portfolio of services for high wealth individuals, beginning with exploration of philanthropic funding alternatives, and carried out through implementation, evaluation and transition to the next generation.
Counsel on selecting vehicles for charitable contributions e.g., family
foundations, donor advised funds, charitable remainder trusts
Full service to create the selected vehicle, with a team including experienced attorneys,
tax advisors, financial planners
Development of business plan
Facilitation of next generation orientation
Guidance on selection of issue(s) the donor wishes to support; research on most
effective non-profit agencies addressing selected issues. Experience and
networks in education, health care, arts, environment, human services
Guidance and assistance with international grant making
Evaluation of grant making
Seminars on philanthropy for clients
Retreats
for family members, staff
Preparation of print and web materials, including annual reports, program
materials
More information about Philanthropy Management, LLC
Selected Speaking Engagements, Selected Writings
Selected Board Memberships, Selected Awards
philmgmt@aol.com
Phone (203) 255-3734
Fax (203) 259-5136
U.S.A.