Philanthropy advisory services
Experts at your side to help you realise your aspirations.
The practice of philanthropy has changed. For many donors, it is no longer a matter of simply signing a check. They want to engage in philanthropy earlier in their lives and focus on a specific cause with goal-driven grants and clear, measurable objectives. And they have new expectations, like involving family members across generations and cooperating with other funders.
These challenges require professional analysis, management, and monitoring. Building on our experience and passion for the social sector, we work hand in hand with our legal, fiscal, and investment specialists to help you throughout the giving process.
After exploring the different aspects of an issue and identifying the key actors on the ground, we define with you the approach that will achieve the greatest impact, in line with your values and resources.
Services we offer include:
- tailored support, helping you to define your objectives and identify the best structure, and assistance with project selection and monitoring
- the option of using our umbrella foundation, Fondation Philanthropia
- tax optimization of your donations