Why give with your family?
My family wants to...
All families are different. We’re here to help you find the right giving solutions for yours.
Engage the next generation
Name advisors or successor advisors to a fund
Get philanthropic advising
Hold a retreat
Get help with our family foundation
Engage the next generation
Multigenerational giving
Prepare the next generation of philanthropists in our community to lead. We can help you identify vehicles for multigenerational giving, develop giving plans that honor individual goals and values, and provide opportunities for families to make grants together while learning about the nonprofit landscape and how to be thoughtful grantmakers.
Name advisors or successor advisors to a fund
The choice is yours!
You can engage the next generation by naming them as advisors to your fund today, or as successor advisors for the future.
Get philanthropic advising
Let our expert staff assist you
We are here to make your giving as effective and efficient as it can be, whether you’re giving through a donor-advised fund, family foundation, or other vehicle. Our multidisciplinary team of philanthropy experts can conduct grant research, connect you to nonprofits in your community based on your goals, and help with grant design, implementation, management, and more.
Hold a retreat
Leave the planning to us!
We can facilitate planning retreats and help family members, donors, and advisors reach consensus on a grant strategy. This lets all family members participate actively in your giving.
Get help with our family foundation
Services to support your private or family foundation
We partner with you on a personalized approach to your existing private foundation. We can help you navigate new and complex giving areas, streamline operations, and plan for the future. Your foundation can start a fund in a new giving area. Or you can dissolve the foundation—and avoid the hassles of record-keeping or possible disagreements among heirs or board members in the future. We can carry out your wishes with lower costs and less nuisance than a private foundation.
More Ways to Give
No matter how you want to make a difference, we can help you turn a variety of assets into a force for good. Explore the different options we offer.