Project Information
Challenge
A family with a deep commitment to giving back wanted to formalize their charitable efforts. They aimed to maximize the impact of their contributions while engaging younger generations in the family’s philanthropic journey.
Solution
We helped the family establish a private foundation, developing a clear mission statement and focus areas that aligned with their values. We also created a governance structure to involve all family members in decision-making, particularly the younger generation. Additionally, we identified and vetted high-impact organizations for strategic partnerships and guided them in measuring the effectiveness of their grants.
Outcome
The foundation has funded over 50 projects, impacting communities in education, healthcare, and environmental conservation. Younger family members are now actively involved, gaining leadership experience while carrying forward the family’s legacy of giving.