While philanthropy is a powerful and vital force for good, managing charitable giving can be a challenge unto itself. Fund development, planning and reporting are laborious tasks for family enterprises striving to fulfill the charitable fund’s mission and priorities.
Meet Our Professionals
Choosing a Charitable Giving Advisor
When choosing a charitable giving advisor, it is important to consider the specialized knowledge and relevant credentials as well as their understanding of your charitable giving goals. To support our clients’ visions, PKF O’Connor Davies delivers comprehensive, tailored support with a longtime commitment to outstanding, responsive service. Through our specialists and broad third-party network, we assist our clients with organizing, planning, evaluating, reporting and ultimately, transitioning their charitable giving funds. Our knowledge and full range of services allow clients to be rest assured that their objectives are being addressed with exceptional effectiveness and efficiency so that they are free to focus on achieving the mission that first inspired the creation of their fund.
Profound experience and insight in charitable fund management best practices.
Our team of specialists have a deep and diverse bench of expertise and credentials to provide guidance in charitable giving across a variety of scenarios. No matter how complex your needs are, our PKF O’Connor Davies team has the insight and experience you can rely on – along with a broad network of partners ready to assist.
Individuals: Understanding when, how and what to give is essential to maximizing the impact of your contributions. Our specialists can help you determine the best approach for individual charitable giving, from direct donations to structured approaches, including donor-advised funds, charitable remainder trusts and even setting up a family foundation. We can also help you strategically time your charitable giving to amplify results.
Public Foundations: Charitable giving through non-profit public foundations can be a powerful way to make structured contributions with outsized impact. Not only do these organizations offer effective administration of donor funds, they also ensure that donations are managed and distributed in a way that supports donor intentions. We can help you define your mission and objectives and thoughtfully structure and administer charitable giving to ensure alignment with your donor goals, regulatory compliance and operational efficiency.
Private Foundations: At PKF O’Connor Davies, we make it a priority to help our clients achieve their personal charitable giving vision through private foundations. We tailor our private foundation services to meet each client’s needs so that they can make a sustainable difference through their foundation. Find out more about Private Foundation Services.
The charitable giving support we offer Family Offices includes:
- Philanthropic mission development
- Fund structure development
- Board and fund reporting
- Review and preparation of investment policies
- Family legacy planning
- Tax returns and compliance for charitable trusts and private foundations
- Integration with tax and investment strategies
- Investment guidance
- Grant expenditure evaluation
- Investment monitoring