Your first call in philanthropy

As a member of the Private Donor Group, you are matched with a personal Philanthropic Strategist who is your first call for philanthropic guidance and much more.

Your Philanthropic Strategist:

  • Helps you develop your philanthropic strategy and provides tools and resources to guide your philanthropic journey
  • Assists with legacy planning and family giving strategies
  • Collaborates with your advisors to achieve your philanthropic goals
  • Advises on domestic and international grant recommendations
  • Provides guidance on the types of assets you may contribute
  • Offers education on investment options
  • Maintains in-depth knowledge and provides annual reviews of your Giving Account to make sure you’re on track to meet your goals

Private Donor Group Philanthropic Strategists