Our Capabilities: Philanthropy Strategy

Through dedicated partnership and expertise, we can help you develop deliberate, high-impact charitable strategies to optimize your philanthropy investments.

Questions to Consider

Are you establishing or revitalizing your philanthropy strategy?

Aiming to engage the next generation in your charitable vision?

Looking to decrease tax exposure and maximize the impact of your philanthropic capital?

Whether you are looking to define the purpose of your capital, revitalize and strengthen your philanthropic priorities, create vehicles to minimize your tax exposure and increase your impact in society, or engage the next generation in your charitable vision, William Blair believes that a strategic approach to philanthropy expands your opportunities to create impact.

Our experienced philanthropic team begins the process by helping you to define the purpose of your capital and your philanthropic mission. They then work to integrate your philanthropy strategy with your wealth management, tax, and estate planning structure.

Did You Know?

Specific areas of expertise include:

  • Creating a sound and durable investment policy, governance, and legacy planning
  • Implementing and managing tax-efficient charitable vehicles, including donor-advised funds, private family foundations, charitable trusts, etc.
  • Providing research, best practices, trends, and networking opportunities
  • Identifying charitable focus areas and developing grant-making programs and processes
  • Researching and building relationships with charities and grantees
  • Structuring grants and managing philanthropic reporting

Amid the great wealth transfer, we have developed deep experience and expertise helping families engage the next generation in charitable giving. Our team works alongside clients to:

  • Teach the younger generations about philanthropy, services, and financial literacy
  • Involve the next generation in your family’s charitable activities
  • Create and design multigenerational philanthropy goals and roles
  • Host family meetings and board meetings, develop family volunteer events and opportunities, and arrange community site visits


Philanthropy Strategy Services

William Blair offers custom and personalized services to individuals, business owners and entrepreneurs, family offices, corporations, and nonprofits to establish and strengthen their philanthropic purpose.

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Using a Donor-Advised Program

When you give, you want your donations to do the most they can—for your charities and for you. This charitable vehicle provides a simplified approach that allows you to maximize your charitable donations and tax benefits—an approach that can transform the way you give.

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