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Personalized Philanthropy Services for Individuals
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We leverage access to the best charity strategies for individual donors.
We support our clientele by offering high-impact advisory and hands-on services through our skills, network, and knowledge.
Our expertise enables our clients to maximize their charitable impact while obtaining tax advantages for their charitable giving.
1
Family and Private Foundations
Creating a new family or private foundation is an exciting way to make a meaningful impact in the world. Our experienced team of professionals will help guide you through the entire process from start to finish, ensuring that your philanthropic goals are met and your legacy is fulfilled. We will provide you with the necessary resources to help you develop a strategy that meets your family's needs and values.
2
Donor-Advised Funds
Donor-Advised Funds are a great way for individuals and families to support their favorite charities. We provide advice and assistance in setting up these funds, which are managed by a charitable sponsoring organization on behalf of the donor. Through Donor-Advised Funds, donors can advise on the investment of assets and the distribution of funds, without taking on the burden of managing the fund.
3
Charity Tax Incentives
Charity tax incentives help philanthropists maximize their charitable giving while taking full advantage of available tax incentives. Our services provide guidance and advice to help individuals make the most of their charitable donations while reducing their tax burden. We provide an array of services to help philanthropists strategically plan their charitable donations so they can maximize the tax benefits and make the greatest impact on the causes they care about.
4
Gifts to Family and Friends
Our grant-making application service is the perfect way to streamline the process of providing financial assistance to family and friends in need. We provide the tools to create your own grant application, allowing you to set the criteria and review applications in an organized and efficient manner. With our service, you can ensure that your money is going to the right place and that you are able to manage the process from start to finish.
Our Partnerships
We are pleased to work with the following firms who provide value to our work and support to our clients.
Houston, TX
Tax and Small Business Services
New York City
