Personal. Advisors.

Philanthropic Advisory Services

Hemenway & Barnes offers a full range of philanthropic advisory services to individuals, families and charitable foundations to help them identify and implement their goals.  Our attorneys and philanthropic advisors help clients in a variety of ways, tailoring our services to a client's needs and goals.  In addition to broad knowledge about legal issues and philanthropy, our advisors have expertise in areas such as education, the arts, the environment and health and welfare.  We have many years of experience offering services to clients in Massachusetts and throughout New England.

Services

Planning for Individuals, Families and Foundations

  • Strategic planning to develop philanthropic strategies in keeping with client interests
  • Advice regarding appropriate structure for giving, such as private foundations, charitable trusts, donor advised fund, pooled giving, and individual gifts
  • Advice regarding foundation governance, roles and responsibilities of foundation directors and trustees
  • Succession planning for family philanthropy
  • Coordination of charitable giving with socially responsible investment of funds and other activities that promote a client's broad philanthropic interests
  • Related advice regarding board service and volunteer activities for individuals and families

Program Development

  • Needs assessment of client's areas of interest
  • Development of programs consistent with client interests
  • Advice regarding trends in charitable giving, locally, regionally and nationally
  • Development of internal and external client communications

Implementation

  • Review and management of grant applications and grants
  • Planning and facilitation of meetings and site visits
  • Evaluation of grants and strategies
  • Negotiations and drafting of gift agreements for all asset classes
  • Executive search and training
  • Administrative support

Administration

  • Meeting facilitation
  • Preparation of materials for trustees

*If there is no active link on the below list, the foundation does not accept unsolicited proposals. Clicking on the active links will provide you with a set of the Trust Guidelines for the particular foundation.

Featured Trusts