From exploring ideas to defining and designing your plan, we're here to help. Contact us today to start the conversation.
Private Philanthropy Services
Private Philanthropy Services
Transforming ideas and intentions into remarkable impact
Philanthropic goals are deeply personal and evolve over time. Whether you are just beginning your charitable journey, integrating giving into a broader wealth strategy, or establishing a long-term charitable legacy, Private Philanthropy Services provides the strategic guidance and infrastructure to help ensure your generosity delivers remarkable impact.
We partner with families, foundations and supporting organizations to design and implement thoughtful philanthropic strategies that reflect who you are and what you want to achieve.
Our services and capabilities
Our Charlotte-based team brings decades of experience in charitable planning, grant administration and family philanthropy, helping clients maximize the impact and effectiveness of their giving. Our work is tailored to each client’s individual circumstances, priorities and long-term objectives. We combine deep local knowledge with sophisticated philanthropic strategy and the infrastructure required to facilitate complex giving.
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.
Identification of mission, vision and 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.
Next generation leadership and 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.
Grantmaking and 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.
Governance and board 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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Ayanna Wakefield Lutin

