Our Capabilities: Philanthropy Strategy

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.

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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