Philanthropy
Once families have created exceptional wealth, much of their energy can be focused on enhancing their charitable goals. The Anchin Private Client team has deep expertise in designing, implementing and maintaining sophisticated philanthropic strategies that help to establish family legacies. Our team understands issues involved with establishing a private foundation, how to structure a grant, and on a more global basis, how philanthropy intersects with estate planning considerations. The Anchin Private Client team understands the passion that families can bring to philanthropic goals and will work to help achieve them. Our experience shows philanthropy can unite multiple generations within a family. Our service offerings include:
- Structuring of personal giving programs
- Attestation services for established not-for-profit entities
- Foundation management
- Strategy analysis and grant implementation
Anchin’s client discussed with the Archdiocese of New York an idea to help them increase their fundraising for the Parochial School System. The Anchin team assisted with the grant agreement and its complex requirements and then within a five year period the Archdiocese was able to raise well in excess of their original investment.”
Anchin assisted a private foundation client with their idea to establish matching grant programs which leveraged their philanthropy by enabling the recipient charities to raise additional funds. We worked with the recipient charities to establish grant agreements and through financial monitoring ensured that the agreements terms were complied with. ”