Featured Philanthropy Clients
July 01, 2022
This is a sample list of our philanthropy clients. We work with dozens of clients doing charitable giving through foundations, charitable trusts, donor advised funds, and other giving vehicles.
- Florence Evans Bushee Foundation, Inc.
- Bushrod H. Campbell and Adah F. Hall Charity Fund
- CHT Foundation
- Jane B. Cook 1992 Charitable Trust
- Mary W.B. Curtis Trust
- Edwards Scholarship Fund
- Jane's Trust Foundation
- Legacy Fund for Boston
- Lyndon Paul Lorusso Charitable Foundation of 2002
- Rosalie Thorne McKenna Foundation
- William Townsend Porter Foundation
- Positive Tracks
- The Adelard A. and Valeda Lea Roy Foundation
- Travis Roy Foundation
- Jack Satter Foundation
- Polly Thayer Starr Charitable Trust
- George B. Henderson Foundation
*All foundations marked * are currently accepting proposals. Clicking on the active links will provide you with guidelines or more information for the particular foundation.
We offer a full range of philanthropic advisory and grant-making services to private foundations, trusts, individuals, families, and other entities.
From corporate governance to tax planning, we provide a full range of services to private foundations and public charities.
We help individuals and families enhance and protect their wealth by building enduring relationships rooted in high-quality, practical, and distinctly personal service.
There is no “one size fits all” family office. We place a high value on getting to know each family and working with you to align the services we provide to your goals.
Estate & Tax Planning
Our comprehensive approach is flexible, so it's tailored to each client’s unique financial situation, family, goals, values, and more.
Get in Touch
Contact a member of our Philanthropic Strategies Group today.