Philanthropy
We help families translate their values into thoughtful giving and meaningful impact.
Whether beginning a philanthropic journey or managing an established giving program, we tailor our support to each family’s goals and priorities. We help families develop strategies, navigate decisions, and establish the governance and administrative practices needed to sustain their philanthropy over time.
How We Partner
We help families make their giving thoughtful, well-structured, and meaningful. Our team provides strategic guidance, administrative support, and practical expertise to help families navigate important decisions and manage the complexities of giving.
- Private foundation services
- Tolleson Donor-Advised Fund
- Facilitated family meetings and conversations
- Grantmaking strategy and administration
- Cause research, grant evaluation, and impact assessment
- Values-based investing
- Foundation transition and succession planning
Thinking Beyond the Gift
Philanthropy creates opportunities to contribute to the well-being of communities and support organizations and causes that matter to a family. It can also help future generations understand the responsibility and opportunity of giving, while creating space for connection, thoughtful dialogue, and a lasting tradition of generosity.