Philanthropic Planners and Advisors

Gift Advisors. Philanthropic advisors help individuals and families plan and manage charitable foundations and ongoing gift programs. They provide advice to other financial advisors, such as attorneys, CPAs and investment advisors. They work with other advisors to make sure gifting strategies align with investment, tax and estate planning strategies. They also help in the development of startup foundations for families. They work with donors to devise elegant and evergreen mission statements and outreach to those seeking grants from the foundation.