At Arnerich Massena, philanthropy is a fundamental component of our corporate philosophy and vision. We share this passion with our clients by providing guidance tailored to help you build and implement a unique philanthropic strategy.
Whether you want to become a more educated and involved donor, develop a family legacy of giving, engage with non-profits on the cutting edge of philanthropy, or implement a customized plan to give away larger sums of money, our team will be your partner and guide throughout your philanthropic journey.
The cornerstone of our philanthropic advising service is helping you shape your legacy and define the impact you want to create. To achieve this aim, our multi-step process involves a deep exploration of your personal motivations for giving, to help answer the following questions:
We also work with you to identify the when and how of giving, coordinating with your accountant and estate planning attorney to plan for tax-efficient gifting both during life and at death.
Read more about Arnerich Massena’s philanthropic advising services here.
You can also listen to Katherine Fox, philanthropic advisor, introduce philanthropic advising services in a Philanthropic Advising podcast, available via:
To learn more about our philanthropic advising services, contact philanthropic advisor Katherine Fox at email@example.com or 503.239.0475.