Family Office Partners

concierge giving solutions

Your personal guide on the path to remarkable impact

 

No two families or foundations are the same. some have a long history of giving, and others are just beginning their charitable journeys. That’s where FFTC’s Concierge Giving Solutions come in.

We work hand-in-hand with local families and foundations with more than $2 million in charitable assets to give to elevate their impact by recognizing their unique goals and helping them where they need it most.

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Philanthropic Families

When you seek a philanthropic expert who can be a point of continuity as your family’s interests evolve and generations expand.

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Private foundations

When you want grantmaking support, governance advice or to reduce the cost and burden of administration. We can also advise on the benefits of converting from a private foundation to donor advised fund.

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Supporting Organizations

When it makes sense to be an independent legal entity, but you want to partner with a trusted philanthropic advisor and back-end administrator.

Testimonial from Seymour or Crosland or the like

Our menu of services

General Philanthropic Consultation

Share your values and philanthropic goals with our Concierge Giving Team who will help you identify ways to enhance your charitable impact and meet your philanthropic and financial goals.

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Identification of Mission, Vision & Goals

Explore how your personal values intersect with your giving priorities. Clarify your charitable mission, vision, and values statement, which will serve as a guide for your philanthropic activities.

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Next Generation Leadership & Succession Planning

Ensure continuity and foster a culture of giving through multi-generation engagement. Use philanthropy as a framework for discussing next-generation leadership and effective succession planning.

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Grantmaking & Evaluation Services

Our end-to-end grantmaking services – from application management and due diligence to site visits – and impact evaluation ensures an efficient and effective grant process on your behalf.

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Governance & Succession Planning

Our team provides comprehensive support to help you onboard, educate and engage board members while streamlining administrative tasks. We offer guidance on governance best practices and board effectiveness.

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Ellyn Brotherton

Assistant Vice President, Concierge Giving Solutions

ebrotherton@fftc.org

704.973.4568

Ayanna Wakefield Lutin

Vice President, Concierge Giving Solutions
alutin@fftc.org
704.973.4543