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Philanthropy

Purposeful and Purpose-filled Giving

Our philanthropic advisory services help you create meaningful and lasting impact through strategic giving. We work with you to develop and implement charitable strategies that align with your values and maximize your philanthropic impact.

We’ve worked with families, foundations, trusts and corporations across the country to facilitate thoughtful charitable giving practices. Our strategic guidance, tactical advice, and dedicated, personal attention help you to exercise effective stewardship and drive meaningful nonprofit engagement.

Let’s have a conversation that considers your “why.”

We’ll reflect on your giving history, current philanthropic engagement, legacy interests, and values. Then, together, we’ll identify actions that are aligned with your goals.

Whether you’re establishing a family foundation, creating a donor-advised fund, or planning charitable bequests, our team provides the expertise and guidance to help you achieve your philanthropic goals while optimizing tax benefits.
MONETA CHARITABLE FOUNDATION

A WEALTH OF INFORMATION

Dive into the latest insights about philanthropy and community impact.

Let’s make every moment count together…