Donor/Advisor Services

I’ve worked with a variety of reasons, tools, and processes for giving and respect them all.  Through careful listening and questioning, my goal is to help you ensure your giving truly achieves your hopes.  I work directly with donors and businesses, and in partnership with their advisors (attorneys, wealth planners, CPAs) to ensure philanthropic plans complement financial and legal plans.

Philanthropic Planning and Implementation

  • Assessing the best philanthropic tool (charitable fund, private foundation, trust, etc.)
  • Clarifying values and legacies, mission, objectives, risk tolerance, and impact measures
  • Developing strategies to achieve philanthropic objectives
  • Evaluating progress and performance
  • For families:  ideas for family involvement, governance, and transfer of philanthropic leadership from generation to generation
  • For advisors:  unbiased, confidential advice on philanthropic options for your clients

Advisor discussionExamples of previous work

Donor family – Assisted a high-net-worth family and their wealth planner in determining the best philanthropic tool to meet their tax and administrative interests; drafted state and federal incorporation documents; and helped the family draft grantmaking and scholarship goals and strategies.  The result will be a multi-million dollar foundation that will aid children with disabilities and disfigurements.

Philanthropic succession – Successfully guided a wealthy family through the closure of their foundation and their support of a long-time grantee.  The process resulted in separate giving pools for individual family members and a new endowed fund in the family’s name at a community foundation.

Donor legacy – Counseled a pharmaceutical executive in creating a charitable fund and researching and structuring grants, resulting in a new way to honor his family’s legacy by preserving rural African-American landmarks.

“Tony’s enthusiasm is contagious. His friendly, confident, courteous, expert manner would make him an asset to any organization or any donor / client relationship. Tony is programmed to pursue win-win strategies and relationships.” – Brent T. Dunn, CFP, Capital Analysts of the Midwest